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 | $25,578 | $138,044-81.5% | $125,339-79.6% | $134,475-81.0% |
| Participation rate | 76.9% | 84.5%-7.6pp | 82.4%-5.4pp | 81.2%-4.3pp |
| Annual return | 24.33% | 750.33%-726.0pp | 572.05%-547.7pp | 417.96%-393.6pp |
| Employer contribution / active EE | $0 | $5,243-100.0% | $4,814-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $6,593 | $7,799-15.5% | $7,446-11.5% | $6,400+3.0% |
| Admin fee / account holder | $78 | $11,571-99.3% | $10,010-99.2% | $11,426-99.3% |