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 4-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 | $20,330 | $88,751-77.1% | $81,812-75.1% | $145,922-86.1% |
| Participation rate | 88.9% | 75.0%+13.9pp | 72.3%+16.5pp | 80.3%+8.6pp |
| Annual return | 23.20% | 1025.40%-1002.2pp | 773.79%-750.6pp | 561.29%-538.1pp |
| Employer contribution / active EE | $2,757 | $3,083-10.6% | $2,912-5.3% | $4,660-40.8% |
| Participant deferral / active EE | $3,004 | $4,643-35.3% | $4,319-30.4% | $6,688-55.1% |
| Admin fee / account holder | $0 | $8,415-100.0% | $7,386-100.0% | $13,397-100.0% |