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 | $43,596 | $70,606-38.3% | $53,898-19.1% | $142,382-69.4% |
| Participation rate | 82.4% | 63.7%+18.6pp | 55.0%+27.4pp | 80.1%+2.2pp |
| Annual return | 17.14% | 619.81%-602.7pp | 528.60%-511.5pp | 217.08%-199.9pp |
| Employer contribution / active EE | $7,010 | $1,202+483.2% | $932+652.1% | $4,299+63.1% |
| Participant deferral / active EE | $4,497 | $2,364+90.2% | $1,826+146.3% | $6,507-30.9% |
| Admin fee / account holder | $179 | $2,852-93.7% | $2,491-92.8% | $12,624-98.6% |