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 | $33,476 | $138,044-75.7% | $125,339-73.3% | $134,475-75.1% |
| Participation rate | 94.1% | 84.5%+9.6pp | 82.4%+11.7pp | 81.2%+12.9pp |
| Annual return | 198.54% | 750.33%-551.8pp | 572.05%-373.5pp | 417.96%-219.4pp |
| Employer contribution / active EE | $4,600 | $5,243-12.3% | $4,814-4.4% | $4,740-2.9% |
| Participant deferral / active EE | $9,416 | $7,799+20.7% | $7,446+26.4% | $6,400+47.1% |
| Admin fee / account holder | $281 | $11,571-97.6% | $10,010-97.2% | $11,426-97.5% |