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 | $42,990 | $102,604-58.1% | $86,188-50.1% | $139,434-69.2% |
| Participation rate | 75.0% | 74.5%+0.5pp | 69.0%+6.0pp | 80.3%-5.3pp |
| Annual return | 25.66% | 1922.51%-1896.9pp | 1168.45%-1142.8pp | 372.94%-347.3pp |
| Employer contribution / active EE | $2,286 | $3,032-24.6% | $2,380-4.0% | $4,751-51.9% |
| Participant deferral / active EE | $11,936 | $4,676+155.3% | $3,985+199.5% | $6,710+77.9% |
| Admin fee / account holder | $78 | $8,657-99.1% | $6,852-98.9% | $11,403-99.3% |