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 10-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 | $23,290 | $99,020-76.5% | $86,590-73.1% | $147,584-84.2% |
| Participation rate | 75.0% | 76.3%-1.3pp | 73.5%+1.5pp | 82.8%-7.8pp |
| Annual return | 23.56% | 1312.34%-1288.8pp | 964.84%-941.3pp | 578.55%-555.0pp |
| Employer contribution / active EE | $4,402 | $3,132+40.5% | $2,839+55.0% | $4,876-9.7% |
| Participant deferral / active EE | $986 | $3,972-75.2% | $3,609-72.7% | $5,439-81.9% |
| Admin fee / account holder | $0 | $5,710-100.0% | $4,906-100.0% | $10,885-100.0% |