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 8-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 | $24,502 | $76,738-68.1% | $56,411-56.6% | $145,922-83.2% |
| Participation rate | 95.8% | 63.2%+32.6pp | 52.5%+43.4pp | 80.3%+15.6pp |
| Annual return | 39.24% | 2994.23%-2955.0pp | 1701.33%-1662.1pp | 561.29%-522.0pp |
| Employer contribution / active EE | $2,335 | $1,380+69.2% | $1,039+124.8% | $4,660-49.9% |
| Participant deferral / active EE | $4,304 | $2,623+64.1% | $1,952+120.5% | $6,688-35.7% |
| Admin fee / account holder | $183 | $3,334-94.5% | $2,829-93.5% | $13,397-98.6% |