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 | $23,774 | $169,032-85.9% | $129,207-81.6% | $145,922-83.7% |
| Participation rate | 90.0% | 76.4%+13.6pp | 69.6%+20.4pp | 80.3%+9.7pp |
| Annual return | 20.60% | 14330.11%-14309.5pp | 9417.33%-9396.7pp | 561.29%-540.7pp |
| Employer contribution / active EE | $2,514 | $5,537-54.6% | $4,153-39.5% | $4,660-46.1% |
| Participant deferral / active EE | $3,577 | $4,987-28.3% | $4,168-14.2% | $6,688-46.5% |
| Admin fee / account holder | $0 | $9,954-100.0% | $7,715-100.0% | $13,397-100.0% |