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 8-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 | $31,241 | $76,738-59.3% | $56,411-44.6% | $145,922-78.6% |
| Participation rate | 94.4% | 63.2%+31.2pp | 52.5%+42.0pp | 80.3%+14.2pp |
| Annual return | 11.76% | 2994.23%-2982.5pp | 1701.33%-1689.6pp | 561.29%-549.5pp |
| Employer contribution / active EE | $4,591 | $1,380+232.7% | $1,039+342.0% | $4,660-1.5% |
| Participant deferral / active EE | $0 | $2,623-100.0% | $1,952-100.0% | $6,688-100.0% |
| Admin fee / account holder | $0 | $3,334-100.0% | $2,829-100.0% | $13,397-100.0% |