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 6-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 | $17,101 | $96,305-82.2% | $80,569-78.8% | $139,434-87.7% |
| Participation rate | 70.0% | 73.6%-3.6pp | 67.0%+3.0pp | 80.3%-10.3pp |
| Annual return | 31.92% | 1350.08%-1318.2pp | 935.43%-903.5pp | 372.94%-341.0pp |
| Employer contribution / active EE | $3,405 | $3,262+4.4% | $2,723+25.0% | $4,751-28.3% |
| Participant deferral / active EE | $8,614 | $5,232+64.6% | $4,447+93.7% | $6,710+28.4% |
| Admin fee / account holder | $249 | $6,599-96.2% | $5,377-95.4% | $11,403-97.8% |