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 | $18,702 | $105,998-82.4% | $92,233-79.7% | $147,584-87.3% |
| Participation rate | 85.7% | 80.4%+5.3pp | 76.5%+9.2pp | 82.8%+2.9pp |
| Annual return | 31.84% | 50.05%-18.2pp | 176.28%-144.4pp | 578.55%-546.7pp |
| Employer contribution / active EE | $2,806 | $4,333-35.2% | $3,679-23.7% | $4,876-42.5% |
| Participant deferral / active EE | $8,549 | $4,478+90.9% | $3,897+119.4% | $5,439+57.2% |
| Admin fee / account holder | $159 | $6,332-97.5% | $5,194-96.9% | $10,885-98.5% |