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 | $35,522 | $171,865-79.3% | $149,718-76.3% | $147,584-75.9% |
| Participation rate | 85.7% | 88.2%-2.5pp | 87.1%-1.4pp | 82.8%+2.9pp |
| Annual return | 21.50% | 2113.22%-2091.7pp | 1501.63%-1480.1pp | 578.55%-557.0pp |
| Employer contribution / active EE | $2,594 | $6,275-58.7% | $5,445-52.4% | $4,876-46.8% |
| Participant deferral / active EE | $6,075 | $7,271-16.4% | $6,569-7.5% | $5,439+11.7% |
| Admin fee / account holder | $6 | $13,799-100.0% | $11,283-99.9% | $10,885-99.9% |