See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 6-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,474 | $81,460-68.7% | $103,333-75.3% | $80,856-68.5% |
| Participation rate | 84.8% | 66.8%+18.0pp | 74.5%+10.3pp | 67.6%+17.2pp |
| Annual return | 50.33% | 25.55%+24.8pp | 24.88%+25.5pp | 35.59%+14.7pp |
| Employer contribution / active EE | $4,256 | $3,105+37.1% | $3,868+10.0% | $2,755+54.5% |
| Participant deferral / active EE | $1,752 | $3,869-54.7% | $5,057-65.4% | $4,296-59.2% |
| Admin fee / account holder | $25 | $6,566-99.6% | $8,355-99.7% | $6,918-99.6% |