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 | $28,508 | $115,770-75.4% | $101,248-71.8% | $158,922-82.1% |
| Participation rate | 86.7% | 79.4%+7.3pp | 75.8%+10.9pp | 82.0%+4.7pp |
| Annual return | 37.93% | 56.14%-18.2pp | 46.47%-8.5pp | 302.83%-264.9pp |
| Employer contribution / active EE | $6,149 | $4,175+47.3% | $3,660+68.0% | $4,761+29.1% |
| Participant deferral / active EE | $8,578 | $4,957+73.0% | $4,370+96.3% | $5,982+43.4% |
| Admin fee / account holder | $35 | $7,245-99.5% | $5,945-99.4% | $11,246-99.7% |