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 | $32,001 | $96,305-66.8% | $80,569-60.3% | $139,434-77.0% |
| Participation rate | 75.0% | 73.6%+1.4pp | 67.0%+8.0pp | 80.3%-5.3pp |
| Annual return | 25.19% | 1350.08%-1324.9pp | 935.43%-910.2pp | 372.94%-347.7pp |
| Employer contribution / active EE | $6,091 | $3,262+86.7% | $2,723+123.6% | $4,751+28.2% |
| Participant deferral / active EE | $8,248 | $5,232+57.6% | $4,447+85.5% | $6,710+22.9% |
| Admin fee / account holder | $183 | $6,599-97.2% | $5,377-96.6% | $11,403-98.4% |