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 | $29,190 | $176,662-83.5% | $130,648-77.7% | $152,861-80.9% |
| Participation rate | 70.6% | 79.0%-8.4pp | 71.7%-1.2pp | 82.4%-11.9pp |
| Annual return | 66.62% | 2692.24%-2625.6pp | 1708.96%-1642.3pp | 345.32%-278.7pp |
| Employer contribution / active EE | $774 | $5,742-86.5% | $4,092-81.1% | $4,762-83.8% |
| Participant deferral / active EE | $4,199 | $4,361-3.7% | $3,603+16.5% | $5,850-28.2% |
| Admin fee / account holder | $5 | $7,133-99.9% | $5,464-99.9% | $11,596-100.0% |