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 | $29,215 | $102,966-71.6% | $90,281-67.6% | $152,861-80.9% |
| Participation rate | 83.3% | 75.9%+7.5pp | 73.3%+10.1pp | 82.4%+0.9pp |
| Annual return | 25.54% | 95.16%-69.6pp | 78.10%-52.6pp | 345.32%-319.8pp |
| Employer contribution / active EE | $1,947 | $3,139-38.0% | $2,854-31.8% | $4,762-59.1% |
| Participant deferral / active EE | $4,111 | $4,281-4.0% | $3,885+5.8% | $5,850-29.7% |
| Admin fee / account holder | $15 | $6,171-99.8% | $5,351-99.7% | $11,596-99.9% |