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 | $44,075 | $70,606-37.6% | $53,898-18.2% | $142,382-69.0% |
| Participation rate | 75.0% | 63.7%+11.3pp | 55.0%+20.0pp | 80.1%-5.1pp |
| Annual return | 12.38% | 619.81%-607.4pp | 528.60%-516.2pp | 217.08%-204.7pp |
| Employer contribution / active EE | $1,529 | $1,202+27.2% | $932+64.0% | $4,299-64.4% |
| Participant deferral / active EE | $5,676 | $2,364+140.1% | $1,826+210.8% | $6,507-12.8% |
| Admin fee / account holder | $0 | $2,852-100.0% | $2,491-100.0% | $12,624-100.0% |