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 | $32,730 | $102,604-68.1% | $86,188-62.0% | $139,434-76.5% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.0%+31.0pp | 80.3%+19.7pp |
| Annual return | 20.08% | 1922.51%-1902.4pp | 1168.45%-1148.4pp | 372.94%-352.9pp |
| Employer contribution / active EE | $4,664 | $3,032+53.8% | $2,380+96.0% | $4,751-1.8% |
| Participant deferral / active EE | $9,202 | $4,676+96.8% | $3,985+130.9% | $6,710+37.1% |
| Admin fee / account holder | $249 | $8,657-97.1% | $6,852-96.4% | $11,403-97.8% |