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 7-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 | $33,033 | $111,724-70.4% | $93,606-64.7% | $145,922-77.4% |
| Participation rate | 94.1% | 74.2%+19.9pp | 68.7%+25.4pp | 80.3%+13.8pp |
| Annual return | 18.93% | 202.98%-184.1pp | 133.20%-114.3pp | 561.29%-542.4pp |
| Employer contribution / active EE | $3,034 | $3,090-1.8% | $2,420+25.4% | $4,660-34.9% |
| Participant deferral / active EE | $4,471 | $4,912-9.0% | $4,411+1.3% | $6,688-33.1% |
| Admin fee / account holder | $23 | $10,250-99.8% | $8,285-99.7% | $13,397-99.8% |