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 9-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 | $13,984 | $91,037-84.6% | $71,671-80.5% | $147,584-90.5% |
| Participation rate | 85.7% | 76.1%+9.6pp | 68.7%+17.0pp | 82.8%+2.9pp |
| Annual return | 40.18% | 20.48%+19.7pp | 20.65%+19.5pp | 578.55%-538.4pp |
| Employer contribution / active EE | $1,322 | $3,327-60.3% | $2,460-46.3% | $4,876-72.9% |
| Participant deferral / active EE | $6,747 | $4,498+50.0% | $3,438+96.3% | $5,439+24.1% |
| Admin fee / account holder | $0 | $8,613-100.0% | $5,558-100.0% | $10,885-100.0% |