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 8-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 | $21,270 | $177,572-88.0% | $154,803-86.3% | $142,382-85.1% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 71.14% | 65.07%+6.1pp | 58.88%+12.3pp | 217.08%-145.9pp |
| Employer contribution / active EE | $2,275 | $4,810-52.7% | $4,305-47.2% | $4,299-47.1% |
| Participant deferral / active EE | $30,500 | $6,272+386.3% | $5,540+450.5% | $6,507+368.7% |
| Admin fee / account holder | $81 | $16,786-99.5% | $14,329-99.4% | $12,624-99.4% |