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 | $23,026 | $157,256-85.4% | $141,162-83.7% | $152,861-84.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 77.10% | 64.32%+12.8pp | 71.39%+5.7pp | 345.32%-268.2pp |
| Employer contribution / active EE | $8,649 | $5,261+64.4% | $4,735+82.7% | $4,762+81.6% |
| Participant deferral / active EE | $12,130 | $7,109+70.6% | $6,709+80.8% | $5,850+107.4% |
| Admin fee / account holder | $49 | $12,120-99.6% | $10,261-99.5% | $11,596-99.6% |