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 9-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 | $25,797 | $226,064-88.6% | $182,532-85.9% | $152,861-83.1% |
| Participation rate | 94.4% | 82.5%+12.0pp | 78.0%+16.5pp | 82.4%+12.0pp |
| Annual return | 28.17% | 192.51%-164.3pp | 148.54%-120.4pp | 345.32%-317.1pp |
| Employer contribution / active EE | $2,628 | $4,978-47.2% | $4,076-35.5% | $4,762-44.8% |
| Participant deferral / active EE | $4,501 | $6,368-29.3% | $5,524-18.5% | $5,850-23.1% |
| Admin fee / account holder | $163 | $10,703-98.5% | $8,592-98.1% | $11,596-98.6% |