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 | $23,958 | $107,334-77.7% | $92,893-74.2% | $152,861-84.3% |
| Participation rate | 71.4% | 79.8%-8.4pp | 76.0%-4.6pp | 82.4%-11.0pp |
| Annual return | 346.96% | 145.58%+201.4pp | 109.41%+237.5pp | 345.32%+1.6pp |
| Employer contribution / active EE | $4,421 | $4,221+4.7% | $3,653+21.0% | $4,762-7.2% |
| Participant deferral / active EE | $9,176 | $4,845+89.4% | $4,236+116.6% | $5,850+56.8% |
| Admin fee / account holder | $66 | $7,079-99.1% | $5,794-98.9% | $11,596-99.4% |