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 | $27,430 | $107,334-74.4% | $92,893-70.5% | $152,861-82.1% |
| Participation rate | 91.7% | 79.8%+11.9pp | 76.0%+15.7pp | 82.4%+9.2pp |
| Annual return | 33.97% | 145.58%-111.6pp | 109.41%-75.4pp | 345.32%-311.3pp |
| Employer contribution / active EE | $1,529 | $4,221-63.8% | $3,653-58.1% | $4,762-67.9% |
| Participant deferral / active EE | $5,589 | $4,845+15.4% | $4,236+31.9% | $5,850-4.5% |
| Admin fee / account holder | $0 | $7,079-100.0% | $5,794-100.0% | $11,596-100.0% |