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 | $20,931 | $107,334-80.5% | $92,893-77.5% | $152,861-86.3% |
| Participation rate | 95.0% | 79.8%+15.2pp | 76.0%+19.0pp | 82.4%+12.6pp |
| Annual return | 25.54% | 145.58%-120.0pp | 109.41%-83.9pp | 345.32%-319.8pp |
| Employer contribution / active EE | $1,981 | $4,221-53.1% | $3,653-45.8% | $4,762-58.4% |
| Participant deferral / active EE | $3,453 | $4,845-28.7% | $4,236-18.5% | $5,850-41.0% |
| Admin fee / account holder | $0 | $7,079-100.0% | $5,794-100.0% | $11,596-100.0% |