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 7-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 | $12,910 | $60,124-78.5% | $90,404-85.7% | $79,858-83.8% |
| Participation rate | 93.5% | 65.0%+28.6pp | 72.7%+20.9pp | 69.6%+23.9pp |
| Annual return | 64.93% | 71.94%-7.0pp | 1293.02%-1228.1pp | 31.71%+33.2pp |
| Employer contribution / active EE | $3,296 | $2,068+59.4% | $3,262+1.1% | $2,471+33.4% |
| Participant deferral / active EE | $3,418 | $2,938+16.3% | $3,963-13.8% | $3,740-8.6% |
| Admin fee / account holder | $190 | $3,976-95.2% | $5,611-96.6% | $5,306-96.4% |