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 5-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 | $14,225 | $99,640-85.7% | $86,436-83.5% | $134,475-89.4% |
| Participation rate | 87.5% | 82.0%+5.5pp | 80.3%+7.2pp | 81.2%+6.3pp |
| Annual return | 94.18% | 6782.58%-6688.4pp | 4394.89%-4300.7pp | 417.96%-323.8pp |
| Employer contribution / active EE | $3,710 | $4,400-15.7% | $3,769-1.6% | $4,740-21.7% |
| Participant deferral / active EE | $5,282 | $7,246-27.1% | $6,952-24.0% | $6,400-17.5% |
| Admin fee / account holder | $199 | $8,371-97.6% | $6,731-97.0% | $11,426-98.3% |