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 | $29,022 | $126,574-77.1% | $106,213-72.7% | $145,922-80.1% |
| Participation rate | 88.9% | 77.6%+11.3pp | 75.3%+13.6pp | 80.3%+8.6pp |
| Annual return | 34.06% | 224.79%-190.7pp | 116.14%-82.1pp | 561.29%-527.2pp |
| Employer contribution / active EE | $4,037 | $3,730+8.2% | $3,171+27.3% | $4,660-13.4% |
| Participant deferral / active EE | $5,018 | $5,724-12.3% | $5,0160% | $6,688-25.0% |
| Admin fee / account holder | $0 | $17,304-100.0% | $11,033-100.0% | $13,397-100.0% |