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 3-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 | $32,245 | $102,317-68.5% | $146,958-78.1% | $80,856-60.1% |
| Participation rate | 90.3% | 75.8%+14.5pp | 82.2%+8.2pp | 67.6%+22.7pp |
| Annual return | 63.91% | 134.76%-70.9pp | 418.34%-354.4pp | 35.59%+28.3pp |
| Employer contribution / active EE | $9,011 | $3,713+142.7% | $4,933+82.7% | $2,755+227.1% |
| Participant deferral / active EE | $9,249 | $6,644+39.2% | $8,070+14.6% | $4,296+115.3% |
| Admin fee / account holder | $108 | $7,941-98.6% | $12,998-99.2% | $6,918-98.4% |