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 | $25,071 | $85,766-70.8% | $136,294-81.6% | $70,131-64.3% |
| Participation rate | 78.8% | 74.2%+4.6pp | 81.9%-3.1pp | 69.5%+9.2pp |
| Annual return | 27.96% | 31.45%-3.5pp | 5155.94%-5128.0pp | 73.14%-45.2pp |
| Employer contribution / active EE | $1,117 | $2,966-62.3% | $4,695-76.2% | $2,342-52.3% |
| Participant deferral / active EE | $10,336 | $5,051+104.6% | $6,247+65.4% | $3,332+210.2% |
| Admin fee / account holder | $152 | $5,420-97.2% | $9,243-98.4% | $4,645-96.7% |