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 4-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 | $11,282 | $81,248-86.1% | $155,509-92.7% | $80,856-86.0% |
| Participation rate | 70.2% | 66.2%+4.0pp | 78.2%-8.0pp | 67.6%+2.6pp |
| Annual return | 96.23% | 33.31%+62.9pp | 64.67%+31.6pp | 35.59%+60.6pp |
| Employer contribution / active EE | $1,206 | $3,100-61.1% | $4,672-74.2% | $2,755-56.2% |
| Participant deferral / active EE | $2,420 | $3,452-29.9% | $5,626-57.0% | $4,296-43.7% |
| Admin fee / account holder | $68 | $7,997-99.1% | $15,912-99.6% | $6,918-99.0% |