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 | $19,452 | $61,605-68.4% | $112,229-82.7% | $75,163-74.1% |
| Participation rate | 81.4% | 61.7%+19.7pp | 72.4%+9.0pp | 67.2%+14.2pp |
| Annual return | 44.97% | 28.47%+16.5pp | 30.20%+14.8pp | 160.62%-115.6pp |
| Employer contribution / active EE | $708 | $2,015-64.9% | $3,430-79.4% | $2,670-73.5% |
| Participant deferral / active EE | $4,044 | $3,108+30.1% | $4,798-15.7% | $4,125-2.0% |
| Admin fee / account holder | $219 | $4,862-95.5% | $7,748-97.2% | $5,651-96.1% |