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 | $9,809 | $102,966-90.5% | $90,281-89.1% | $152,861-93.6% |
| Participation rate | 87.5% | 75.9%+11.6pp | 73.3%+14.2pp | 82.4%+5.1pp |
| Annual return | 29.90% | 95.16%-65.3pp | 78.10%-48.2pp | 345.32%-315.4pp |
| Employer contribution / active EE | $1,607 | $3,139-48.8% | $2,854-43.7% | $4,762-66.3% |
| Participant deferral / active EE | $3,808 | $4,281-11.1% | $3,885-2.0% | $5,850-34.9% |
| Admin fee / account holder | $33 | $6,171-99.5% | $5,351-99.4% | $11,596-99.7% |