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 | $17,134 | $70,606-75.7% | $53,898-68.2% | $142,382-88.0% |
| Participation rate | 87.5% | 63.7%+23.8pp | 55.0%+32.5pp | 80.1%+7.4pp |
| Annual return | 23.69% | 619.81%-596.1pp | 528.60%-504.9pp | 217.08%-193.4pp |
| Employer contribution / active EE | $1,488 | $1,202+23.8% | $932+59.6% | $4,299-65.4% |
| Participant deferral / active EE | $5,649 | $2,364+139.0% | $1,826+209.3% | $6,507-13.2% |
| Admin fee / account holder | $108 | $2,852-96.2% | $2,491-95.7% | $12,624-99.1% |