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 | $27,146 | $107,334-74.7% | $92,893-70.8% | $152,861-82.2% |
| Participation rate | 76.2% | 79.8%-3.6pp | 76.0%+0.2pp | 82.4%-6.3pp |
| Annual return | 57.41% | 145.58%-88.2pp | 109.41%-52.0pp | 345.32%-287.9pp |
| Employer contribution / active EE | $2,149 | $4,221-49.1% | $3,653-41.2% | $4,762-54.9% |
| Participant deferral / active EE | $5,187 | $4,845+7.1% | $4,236+22.5% | $5,850-11.3% |
| Admin fee / account holder | $0 | $7,079-100.0% | $5,794-100.0% | $11,596-100.0% |