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 3-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 | $18,604 | $96,635-80.7% | $86,612-78.5% | $139,434-86.7% |
| Participation rate | 83.3% | 74.4%+8.9pp | 71.7%+11.6pp | 80.3%+3.0pp |
| Annual return | 52.21% | 106.41%-54.2pp | 591.07%-538.9pp | 372.94%-320.7pp |
| Employer contribution / active EE | $7,450 | $3,263+128.3% | $3,022+146.5% | $4,751+56.8% |
| Participant deferral / active EE | $4,624 | $4,836-4.4% | $4,438+4.2% | $6,710-31.1% |
| Admin fee / account holder | $144 | $6,408-97.8% | $5,614-97.4% | $11,403-98.7% |