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 | $27,033 | $109,817-75.4% | $98,442-72.5% | $167,490-83.9% |
| Participation rate | 92.3% | 75.8%+16.5pp | 73.3%+19.0pp | 82.1%+10.2pp |
| Annual return | 32.16% | 1956.69%-1924.5pp | 1492.73%-1460.6pp | 478.56%-446.4pp |
| Employer contribution / active EE | $3,675 | $3,224+14.0% | $2,960+24.2% | $4,837-24.0% |
| Participant deferral / active EE | $5,876 | $4,673+25.7% | $4,276+37.4% | $6,341-7.3% |
| Admin fee / account holder | $0 | $6,753-100.0% | $5,949-100.0% | $12,309-100.0% |