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 | $29,689 | $226,064-86.9% | $182,532-83.7% | $152,861-80.6% |
| Participation rate | 90.9% | 82.5%+8.5pp | 78.0%+12.9pp | 82.4%+8.5pp |
| Annual return | 28.86% | 192.51%-163.6pp | 148.54%-119.7pp | 345.32%-316.5pp |
| Employer contribution / active EE | $1,627 | $4,978-67.3% | $4,076-60.1% | $4,762-65.8% |
| Participant deferral / active EE | $5,348 | $6,368-16.0% | $5,524-3.2% | $5,850-8.6% |
| Admin fee / account holder | $0 | $10,703-100.0% | $8,592-100.0% | $11,596-100.0% |