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 5-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 | $11,666 | $156,846-92.6% | $121,098-90.4% | $139,434-91.6% |
| Participation rate | 93.8% | 76.4%+17.3pp | 69.5%+24.3pp | 80.3%+13.4pp |
| Annual return | 36.16% | 1474.56%-1438.4pp | 985.75%-949.6pp | 372.94%-336.8pp |
| Employer contribution / active EE | $1,640 | $5,536-70.4% | $4,164-60.6% | $4,751-65.5% |
| Participant deferral / active EE | $4,622 | $4,844-4.6% | $4,080+13.3% | $6,710-31.1% |
| Admin fee / account holder | $229 | $6,946-96.7% | $5,644-95.9% | $11,403-98.0% |