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 | $32,379 | $112,881-71.3% | $90,951-64.4% | $158,922-79.6% |
| Participation rate | 80.0% | 74.7%+5.3pp | 69.0%+11.0pp | 82.0%-2.0pp |
| Annual return | 30.63% | 215.79%-185.2pp | 134.60%-104.0pp | 302.83%-272.2pp |
| Employer contribution / active EE | $4,278 | $2,893+47.9% | $2,122+101.6% | $4,761-10.1% |
| Participant deferral / active EE | $4,495 | $4,128+8.9% | $3,373+33.3% | $5,982-24.9% |
| Admin fee / account holder | $0 | $8,041-100.0% | $5,959-100.0% | $11,246-100.0% |