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 10-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 | $19,235 | $99,020-80.6% | $86,590-77.8% | $147,584-87.0% |
| Participation rate | 90.9% | 76.3%+14.6pp | 73.5%+17.4pp | 82.8%+8.1pp |
| Annual return | 23.37% | 1312.34%-1289.0pp | 964.84%-941.5pp | 578.55%-555.2pp |
| Employer contribution / active EE | $2,738 | $3,132-12.6% | $2,839-3.6% | $4,876-43.9% |
| Participant deferral / active EE | $5,844 | $3,972+47.1% | $3,609+62.0% | $5,439+7.5% |
| Admin fee / account holder | $115 | $5,710-98.0% | $4,906-97.7% | $10,885-98.9% |