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 | $21,421 | $105,998-79.8% | $92,233-76.8% | $147,584-85.5% |
| Participation rate | 75.0% | 80.4%-5.4pp | 76.5%-1.5pp | 82.8%-7.8pp |
| Annual return | 24.75% | 50.05%-25.3pp | 176.28%-151.5pp | 578.55%-553.8pp |
| Employer contribution / active EE | $1,210 | $4,333-72.1% | $3,679-67.1% | $4,876-75.2% |
| Participant deferral / active EE | $6,529 | $4,478+45.8% | $3,897+67.5% | $5,439+20.0% |
| Admin fee / account holder | $0 | $6,332-100.0% | $5,194-100.0% | $10,885-100.0% |