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 4-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 | $38,922 | $96,635-59.7% | $86,612-55.1% | $139,434-72.1% |
| Participation rate | 75.0% | 74.4%+0.6pp | 71.7%+3.3pp | 80.3%-5.3pp |
| Annual return | 21.28% | 106.41%-85.1pp | 591.07%-569.8pp | 372.94%-351.7pp |
| Employer contribution / active EE | $2,251 | $3,263-31.0% | $3,022-25.5% | $4,751-52.6% |
| Participant deferral / active EE | $8,033 | $4,836+66.1% | $4,438+81.0% | $6,710+19.7% |
| Admin fee / account holder | $57 | $6,408-99.1% | $5,614-99.0% | $11,403-99.5% |