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 | $31,417 | $103,376-69.6% | $87,100-63.9% | $152,861-79.4% |
| Participation rate | 84.6% | 79.3%+5.3pp | 76.9%+7.7pp | 82.4%+2.2pp |
| Annual return | 163.99% | 28.10%+135.9pp | 28.19%+135.8pp | 345.32%-181.3pp |
| Employer contribution / active EE | $1,741 | $3,220-45.9% | $2,521-30.9% | $4,762-63.4% |
| Participant deferral / active EE | $4,221 | $4,778-11.6% | $4,049+4.3% | $5,850-27.8% |
| Admin fee / account holder | $110 | $12,205-99.1% | $7,497-98.5% | $11,596-99.1% |