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 | $27,904 | $232,540-88.0% | $185,117-84.9% | $147,584-81.1% |
| Participation rate | 90.0% | 82.4%+7.6pp | 77.3%+12.7pp | 82.8%+7.2pp |
| Annual return | 16.43% | 43.03%-26.6pp | 40.50%-24.1pp | 578.55%-562.1pp |
| Employer contribution / active EE | $1,136 | $5,195-78.1% | $4,182-72.8% | $4,876-76.7% |
| Participant deferral / active EE | $1,866 | $5,834-68.0% | $5,045-63.0% | $5,439-65.7% |
| Admin fee / account holder | $0 | $10,275-100.0% | $8,159-100.0% | $10,885-100.0% |