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 | $31,250 | $112,881-72.3% | $90,951-65.6% | $158,922-80.3% |
| Participation rate | 92.3% | 74.7%+17.6pp | 69.0%+23.3pp | 82.0%+10.3pp |
| Annual return | 79.86% | 215.79%-135.9pp | 134.60%-54.7pp | 302.83%-223.0pp |
| Employer contribution / active EE | $2,070 | $2,893-28.5% | $2,122-2.5% | $4,761-56.5% |
| Participant deferral / active EE | $3,811 | $4,128-7.7% | $3,373+13.0% | $5,982-36.3% |
| Admin fee / account holder | $5 | $8,041-99.9% | $5,959-99.9% | $11,246-100.0% |