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 | $22,354 | $104,486-78.6% | $76,817-70.9% | $152,861-85.4% |
| Participation rate | 83.3% | 76.6%+6.7pp | 72.1%+11.3pp | 82.4%+0.9pp |
| Annual return | 31.49% | 1013.37%-981.9pp | 1166.11%-1134.6pp | 345.32%-313.8pp |
| Employer contribution / active EE | $1,737 | $3,116-44.3% | $2,302-24.6% | $4,762-63.5% |
| Participant deferral / active EE | $7,164 | $4,236+69.1% | $3,336+114.8% | $5,850+22.5% |
| Admin fee / account holder | $112 | $12,275-99.1% | $6,420-98.3% | $11,596-99.0% |