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 | $39,676 | $157,256-74.8% | $141,162-71.9% | $152,861-74.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 59.82% | 64.32%-4.5pp | 71.39%-11.6pp | 345.32%-285.5pp |
| Employer contribution / active EE | $1,626 | $5,261-69.1% | $4,735-65.7% | $4,762-65.9% |
| Participant deferral / active EE | $7,772 | $7,109+9.3% | $6,709+15.8% | $5,850+32.9% |
| Admin fee / account holder | $11 | $12,120-99.9% | $10,261-99.9% | $11,596-99.9% |