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 | $31,865 | $111,724-71.5% | $93,606-66.0% | $145,922-78.2% |
| Participation rate | 80.0% | 74.2%+5.8pp | 68.7%+11.3pp | 80.3%-0.3pp |
| Annual return | 12.04% | 202.98%-190.9pp | 133.20%-121.2pp | 561.29%-549.2pp |
| Employer contribution / active EE | $7,216 | $3,090+133.5% | $2,420+198.2% | $4,660+54.9% |
| Participant deferral / active EE | $0 | $4,912-100.0% | $4,411-100.0% | $6,688-100.0% |
| Admin fee / account holder | $265 | $10,250-97.4% | $8,285-96.8% | $13,397-98.0% |