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 8-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 | $53,012 | $176,662-70.0% | $130,648-59.4% | $152,861-65.3% |
| Participation rate | 80.0% | 79.0%+1.0pp | 71.7%+8.3pp | 82.4%-2.4pp |
| Annual return | 12.86% | 2692.24%-2679.4pp | 1708.96%-1696.1pp | 345.32%-332.5pp |
| Employer contribution / active EE | $10,577 | $5,742+84.2% | $4,092+158.5% | $4,762+122.1% |
| Participant deferral / active EE | $10,440 | $4,361+139.4% | $3,603+189.8% | $5,850+78.5% |
| Admin fee / account holder | $20 | $7,133-99.7% | $5,464-99.6% | $11,596-99.8% |