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 7-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 | $18,493 | $107,334-82.8% | $92,893-80.1% | $152,861-87.9% |
| Participation rate | 80.0% | 79.8%+0.2pp | 76.0%+4.0pp | 82.4%-2.4pp |
| Annual return | 37.95% | 145.58%-107.6pp | 109.41%-71.5pp | 345.32%-307.4pp |
| Employer contribution / active EE | $2,983 | $4,221-29.3% | $3,653-18.3% | $4,762-37.4% |
| Participant deferral / active EE | $11,727 | $4,845+142.1% | $4,236+176.8% | $5,850+100.5% |
| Admin fee / account holder | $263 | $7,079-96.3% | $5,794-95.5% | $11,596-97.7% |