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 | $85,504 | $93,024-8.1% | $77,024+11.0% | $134,475-36.4% |
| Participation rate | 80.0% | 74.5%+5.5pp | 67.9%+12.1pp | 81.2%-1.2pp |
| Annual return | 37.01% | 62.60%-25.6pp | 42.32%-5.3pp | 417.96%-381.0pp |
| Employer contribution / active EE | $817 | $3,418-76.1% | $2,812-71.0% | $4,740-82.8% |
| Participant deferral / active EE | $3,021 | $5,238-42.3% | $4,426-31.8% | $6,400-52.8% |
| Admin fee / account holder | $0 | $6,944-100.0% | $5,425-100.0% | $11,426-100.0% |