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 | $30,381 | $176,662-82.8% | $130,648-76.7% | $152,861-80.1% |
| Participation rate | 83.3% | 79.0%+4.4pp | 71.7%+11.6pp | 82.4%+0.9pp |
| Annual return | 24.57% | 2692.24%-2667.7pp | 1708.96%-1684.4pp | 345.32%-320.7pp |
| Employer contribution / active EE | $4,801 | $5,742-16.4% | $4,092+17.3% | $4,762+0.8% |
| Participant deferral / active EE | $5,121 | $4,361+17.4% | $3,603+42.1% | $5,850-12.5% |
| Admin fee / account holder | $111 | $7,133-98.4% | $5,464-98.0% | $11,596-99.0% |