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 6-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 | $14,628 | $99,640-85.3% | $86,436-83.1% | $134,475-89.1% |
| Participation rate | 83.3% | 82.0%+1.3pp | 80.3%+3.0pp | 81.2%+2.1pp |
| Annual return | 108.11% | 6782.58%-6674.5pp | 4394.89%-4286.8pp | 417.96%-309.9pp |
| Employer contribution / active EE | $1,833 | $4,400-58.3% | $3,769-51.4% | $4,740-61.3% |
| Participant deferral / active EE | $2,788 | $7,246-61.5% | $6,952-59.9% | $6,400-56.4% |
| Admin fee / account holder | $59 | $8,371-99.3% | $6,731-99.1% | $11,426-99.5% |