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 3-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 | $27,193 | $102,604-73.5% | $86,188-68.4% | $139,434-80.5% |
| Participation rate | 91.7% | 74.5%+17.2pp | 69.0%+22.7pp | 80.3%+11.3pp |
| Annual return | 25.79% | 1922.51%-1896.7pp | 1168.45%-1142.7pp | 372.94%-347.2pp |
| Employer contribution / active EE | $2,957 | $3,032-2.5% | $2,380+24.3% | $4,751-37.7% |
| Participant deferral / active EE | $8,471 | $4,676+81.2% | $3,985+112.5% | $6,710+26.2% |
| Admin fee / account holder | $10 | $8,657-99.9% | $6,852-99.8% | $11,403-99.9% |