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 6-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 | $35,022 | $217,402-83.9% | $185,823-81.2% | $167,490-79.1% |
| Participation rate | 77.8% | 86.0%-8.3pp | 81.7%-3.9pp | 82.1%-4.3pp |
| Annual return | 124.49% | 148.36%-23.9pp | 122.05%+2.4pp | 478.56%-354.1pp |
| Employer contribution / active EE | $1,809 | $5,873-69.2% | $5,167-65.0% | $4,837-62.6% |
| Participant deferral / active EE | $5,624 | $6,356-11.5% | $5,568+1.0% | $6,341-11.3% |
| Admin fee / account holder | $20 | $19,811-99.9% | $16,237-99.9% | $12,309-99.8% |