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 7-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 | $33,547 | $228,332-85.3% | $185,823-81.9% | $158,922-78.9% |
| Participation rate | 81.8% | 82.3%-0.5pp | 78.0%+3.8pp | 82.0%-0.1pp |
| Annual return | 7033.17% | 40.80%+6992.4pp | 35.95%+6997.2pp | 302.83%+6730.3pp |
| Employer contribution / active EE | $1,920 | $4,967-61.3% | $4,087-53.0% | $4,761-59.7% |
| Participant deferral / active EE | $2,697 | $6,415-58.0% | $5,632-52.1% | $5,982-54.9% |
| Admin fee / account holder | $94 | $11,864-99.2% | $9,500-99.0% | $11,246-99.2% |