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 4-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 | $16,035 | $156,846-89.8% | $121,098-86.8% | $139,434-88.5% |
| Participation rate | 73.7% | 76.4%-2.7pp | 69.5%+4.2pp | 80.3%-6.6pp |
| Annual return | 47.09% | 1474.56%-1427.5pp | 985.75%-938.7pp | 372.94%-325.9pp |
| Employer contribution / active EE | $1,920 | $5,536-65.3% | $4,164-53.9% | $4,751-59.6% |
| Participant deferral / active EE | $3,584 | $4,844-26.0% | $4,080-12.1% | $6,710-46.6% |
| Admin fee / account holder | $153 | $6,946-97.8% | $5,644-97.3% | $11,403-98.7% |