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 6-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 | $18,148 | $185,200-90.2% | $142,863-87.3% | $167,490-89.2% |
| Participation rate | 88.9% | 78.4%+10.4pp | 71.9%+17.0pp | 82.1%+6.8pp |
| Annual return | 40.22% | 8555.70%-8515.5pp | 5637.54%-5597.3pp | 478.56%-438.3pp |
| Employer contribution / active EE | $3,088 | $5,604-44.9% | $4,144-25.5% | $4,837-36.2% |
| Participant deferral / active EE | $12,302 | $4,494+173.7% | $3,837+220.6% | $6,341+94.0% |
| Admin fee / account holder | $9 | $8,031-99.9% | $6,560-99.9% | $12,309-99.9% |