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 | $25,630 | $81,625-68.6% | $58,482-56.2% | $139,434-81.6% |
| Participation rate | 72.2% | 61.3%+10.9pp | 50.9%+21.4pp | 80.3%-8.1pp |
| Annual return | 15.40% | 7404.20%-7388.8pp | 4239.32%-4223.9pp | 372.94%-357.5pp |
| Employer contribution / active EE | $9,437 | $1,398+574.9% | $1,053+795.9% | $4,751+98.6% |
| Participant deferral / active EE | $401 | $2,557-84.3% | $1,924-79.2% | $6,710-94.0% |
| Admin fee / account holder | $149 | $3,265-95.4% | $2,516-94.1% | $11,403-98.7% |