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 | $14,796 | $138,044-89.3% | $125,339-88.2% | $134,475-89.0% |
| Participation rate | 88.2% | 84.5%+3.8pp | 82.4%+5.9pp | 81.2%+7.0pp |
| Annual return | 174.44% | 750.33%-575.9pp | 572.05%-397.6pp | 417.96%-243.5pp |
| Employer contribution / active EE | $2,834 | $5,243-45.9% | $4,814-41.1% | $4,740-40.2% |
| Participant deferral / active EE | $4,050 | $7,799-48.1% | $7,446-45.6% | $6,400-36.7% |
| Admin fee / account holder | $72 | $11,571-99.4% | $10,010-99.3% | $11,426-99.4% |