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 | $71,120 | $96,635-26.4% | $86,612-17.9% | $139,434-49.0% |
| Participation rate | 88.9% | 74.4%+14.5pp | 71.7%+17.2pp | 80.3%+8.6pp |
| Annual return | 21.94% | 106.41%-84.5pp | 591.07%-569.1pp | 372.94%-351.0pp |
| Employer contribution / active EE | $1,369 | $3,263-58.1% | $3,022-54.7% | $4,751-71.2% |
| Participant deferral / active EE | $4,701 | $4,836-2.8% | $4,438+5.9% | $6,710-29.9% |
| Admin fee / account holder | $2 | $6,408-100.0% | $5,614-100.0% | $11,403-100.0% |