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 9-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 | $13,154 | $102,966-87.2% | $90,281-85.4% | $152,861-91.4% |
| Participation rate | 82.4% | 75.9%+6.5pp | 73.3%+9.1pp | 82.4%-0.1pp |
| Annual return | 27.67% | 95.16%-67.5pp | 78.10%-50.4pp | 345.32%-317.6pp |
| Employer contribution / active EE | $1,604 | $3,139-48.9% | $2,854-43.8% | $4,762-66.3% |
| Participant deferral / active EE | $4,385 | $4,281+2.4% | $3,885+12.9% | $5,850-25.0% |
| Admin fee / account holder | $31 | $6,171-99.5% | $5,351-99.4% | $11,596-99.7% |