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 | $29,813 | $107,334-72.2% | $92,893-67.9% | $152,861-80.5% |
| Participation rate | 88.9% | 79.8%+9.1pp | 76.0%+12.9pp | 82.4%+6.4pp |
| Annual return | 32.96% | 145.58%-112.6pp | 109.41%-76.5pp | 345.32%-312.4pp |
| Employer contribution / active EE | $12,023 | $4,221+184.8% | $3,653+229.1% | $4,762+152.5% |
| Participant deferral / active EE | $3,258 | $4,845-32.7% | $4,236-23.1% | $5,850-44.3% |
| Admin fee / account holder | $0 | $7,079-100.0% | $5,794-100.0% | $11,596-100.0% |