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 | $38,731 | $99,877-61.2% | $84,966-54.4% | $145,922-73.5% |
| Participation rate | 88.9% | 74.1%+14.8pp | 67.5%+21.4pp | 80.3%+8.6pp |
| Annual return | 32.34% | 83.76%-51.4pp | 66.38%-34.0pp | 561.29%-528.9pp |
| Employer contribution / active EE | $1,807 | $3,231-44.1% | $2,727-33.7% | $4,660-61.2% |
| Participant deferral / active EE | $3,095 | $5,291-41.5% | $4,519-31.5% | $6,688-53.7% |
| Admin fee / account holder | $0 | $7,248-100.0% | $6,149-100.0% | $13,397-100.0% |