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 | $18,544 | $88,751-79.1% | $81,812-77.3% | $145,922-87.3% |
| Participation rate | 80.0% | 75.0%+5.0pp | 72.3%+7.7pp | 80.3%-0.3pp |
| Annual return | 19.14% | 1025.40%-1006.3pp | 773.79%-754.6pp | 561.29%-542.1pp |
| Employer contribution / active EE | $3,275 | $3,083+6.2% | $2,912+12.4% | $4,660-29.7% |
| Participant deferral / active EE | $4,931 | $4,643+6.2% | $4,319+14.2% | $6,688-26.3% |
| Admin fee / account holder | $0 | $8,415-100.0% | $7,386-100.0% | $13,397-100.0% |