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 | $22,040 | $165,912-86.7% | $122,332-82.0% | $147,584-85.1% |
| Participation rate | 80.0% | 79.6%+0.4pp | 71.6%+8.4pp | 82.8%-2.8pp |
| Annual return | 52137.86% | 34.55%+52103.3pp | 30.27%+52107.6pp | 578.55%+51559.3pp |
| Employer contribution / active EE | $1,038 | $5,754-82.0% | $4,050-74.4% | $4,876-78.7% |
| Participant deferral / active EE | $1,968 | $4,005-50.9% | $3,287-40.1% | $5,439-63.8% |
| Admin fee / account holder | $27 | $7,424-99.6% | $5,478-99.5% | $10,885-99.8% |