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 | $38,718 | $157,256-75.4% | $141,162-72.6% | $152,861-74.7% |
| Participation rate | 87.5% | 84.8%+2.7pp | 82.5%+5.0pp | 82.4%+5.1pp |
| Annual return | 41.35% | 64.32%-23.0pp | 71.39%-30.0pp | 345.32%-304.0pp |
| Employer contribution / active EE | $7,256 | $5,261+37.9% | $4,735+53.2% | $4,762+52.4% |
| Participant deferral / active EE | $15,550 | $7,109+118.7% | $6,709+131.8% | $5,850+165.8% |
| Admin fee / account holder | $0 | $12,120-100.0% | $10,261-100.0% | $11,596-100.0% |