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 | $21,285 | $104,907-79.7% | $84,611-74.8% | $152,861-86.1% |
| Participation rate | 83.3% | 74.8%+8.5pp | 68.2%+15.1pp | 82.4%+0.9pp |
| Annual return | 40.52% | 373.79%-333.3pp | 258.74%-218.2pp | 345.32%-304.8pp |
| Employer contribution / active EE | $2,491 | $3,302-24.6% | $2,652-6.1% | $4,762-47.7% |
| Participant deferral / active EE | $7,306 | $4,688+55.8% | $3,899+87.4% | $5,850+24.9% |
| Admin fee / account holder | $17 | $6,241-99.7% | $4,912-99.7% | $11,596-99.9% |