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 | $23,874 | $54,705-56.4% | $71,209-66.5% | $84,808-71.8% |
| Participation rate | 84.4% | 64.1%+20.3pp | 73.8%+10.6pp | 68.3%+16.1pp |
| Annual return | 55.64% | 35.90%+19.7pp | 282.51%-226.9pp | 40.90%+14.7pp |
| Employer contribution / active EE | $1,467 | $2,158-32.0% | $2,721-46.1% | $2,631-44.2% |
| Participant deferral / active EE | $3,038 | $3,030+0.3% | $4,175-27.2% | $4,212-27.9% |
| Admin fee / account holder | $54 | $4,863-98.9% | $5,349-99.0% | $7,344-99.3% |