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 | $12,338 | $81,625-84.9% | $58,482-78.9% | $139,434-91.2% |
| Participation rate | 75.0% | 61.3%+13.7pp | 50.9%+24.1pp | 80.3%-5.3pp |
| Annual return | 32.14% | 7404.20%-7372.1pp | 4239.32%-4207.2pp | 372.94%-340.8pp |
| Employer contribution / active EE | $2,467 | $1,398+76.4% | $1,053+134.2% | $4,751-48.1% |
| Participant deferral / active EE | $4,191 | $2,557+63.9% | $1,924+117.9% | $6,710-37.5% |
| Admin fee / account holder | $241 | $3,265-92.6% | $2,516-90.4% | $11,403-97.9% |