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 | $32,216 | $165,335-80.5% | $149,696-78.5% | $158,922-79.7% |
| Participation rate | 92.9% | 84.6%+8.3pp | 82.5%+10.4pp | 82.0%+10.9pp |
| Annual return | 66.85% | 348.15%-281.3pp | 276.60%-209.8pp | 302.83%-236.0pp |
| Employer contribution / active EE | $1,494 | $5,103-70.7% | $4,644-67.8% | $4,761-68.6% |
| Participant deferral / active EE | $3,283 | $7,181-54.3% | $6,842-52.0% | $5,982-45.1% |
| Admin fee / account holder | $110 | $10,807-99.0% | $9,309-98.8% | $11,246-99.0% |