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 7-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 | $31,032 | $202,318-84.7% | $172,739-82.0% | $152,861-79.7% |
| Participation rate | 84.6% | 87.1%-2.4pp | 82.6%+2.0pp | 82.4%+2.2pp |
| Annual return | 34.56% | 1029.65%-995.1pp | 802.84%-768.3pp | 345.32%-310.8pp |
| Employer contribution / active EE | $4,209 | $5,856-28.1% | $5,143-18.2% | $4,762-11.6% |
| Participant deferral / active EE | $9,756 | $5,948+64.0% | $5,198+87.7% | $5,850+66.8% |
| Admin fee / account holder | $124 | $17,109-99.3% | $13,954-99.1% | $11,596-98.9% |