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 | $39,834 | $176,662-77.5% | $130,648-69.5% | $152,861-73.9% |
| Participation rate | 83.3% | 79.0%+4.4pp | 71.7%+11.6pp | 82.4%+0.9pp |
| Annual return | 36.68% | 2692.24%-2655.6pp | 1708.96%-1672.3pp | 345.32%-308.6pp |
| Employer contribution / active EE | $3,192 | $5,742-44.4% | $4,092-22.0% | $4,762-33.0% |
| Participant deferral / active EE | $11,089 | $4,361+154.3% | $3,603+207.8% | $5,850+89.6% |
| Admin fee / account holder | $0 | $7,133-100.0% | $5,464-100.0% | $11,596-100.0% |