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 | $50,647 | $101,883-50.3% | $453,369-88.8% | $85,850-41.0% |
| Participation rate | 90.0% | 72.3%+17.7pp | 78.0%+12.0pp | 69.3%+20.7pp |
| Annual return | 16.90% | 25.38%-8.5pp | 64.40%-47.5pp | 318.53%-301.6pp |
| Employer contribution / active EE | $0 | $2,847-100.0% | $4,070-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $6,236 | $4,782+30.4% | $6,209+0.4% | $3,952+57.8% |
| Admin fee / account holder | $7 | $5,706-99.9% | $11,209-99.9% | $6,260-99.9% |