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 4-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 | $12,737 | $106,515-88.0% | $96,683-86.8% | $139,434-90.9% |
| Participation rate | 84.6% | 77.8%+6.8pp | 74.3%+10.3pp | 80.3%+4.3pp |
| Annual return | 279.88% | 38.43%+241.5pp | 35.69%+244.2pp | 372.94%-93.1pp |
| Employer contribution / active EE | $1,531 | $4,103-62.7% | $3,737-59.0% | $4,751-67.8% |
| Participant deferral / active EE | $2,364 | $5,454-56.7% | $4,878-51.5% | $6,710-64.8% |
| Admin fee / account holder | $0 | $7,877-100.0% | $6,730-100.0% | $11,403-100.0% |