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 6-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 | $29,491 | $80,968-63.6% | $96,544-69.5% | $75,163-60.8% |
| Participation rate | 97.8% | 71.8%+26.0pp | 76.0%+21.8pp | 67.2%+30.6pp |
| Annual return | 75.37% | 27.06%+48.3pp | 25.84%+49.5pp | 160.62%-85.2pp |
| Employer contribution / active EE | $5,363 | $2,282+135.1% | $2,965+80.9% | $2,670+100.9% |
| Participant deferral / active EE | $9,947 | $3,928+153.2% | $4,851+105.1% | $4,125+141.1% |
| Admin fee / account holder | $300 | $6,724-95.5% | $8,252-96.4% | $5,651-94.7% |