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 4-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 | $30,876 | $76,738-59.8% | $56,411-45.3% | $145,922-78.8% |
| Participation rate | 80.0% | 63.2%+16.8pp | 52.5%+27.5pp | 80.3%-0.3pp |
| Annual return | 9.28% | 2994.23%-2984.9pp | 1701.33%-1692.0pp | 561.29%-552.0pp |
| Employer contribution / active EE | $3,663 | $1,380+165.4% | $1,039+252.6% | $4,660-21.4% |
| Participant deferral / active EE | $6,100 | $2,623+132.6% | $1,952+212.5% | $6,688-8.8% |
| Admin fee / account holder | $244 | $3,334-92.7% | $2,829-91.4% | $13,397-98.2% |