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 4-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 | $31,370 | $114,381-72.6% | $107,525-70.8% | $142,382-78.0% |
| Participation rate | 92.9% | 78.1%+14.7pp | 75.1%+17.8pp | 80.1%+12.7pp |
| Annual return | 34.06% | 242.71%-208.6pp | 181.32%-147.3pp | 217.08%-183.0pp |
| Employer contribution / active EE | $2,260 | $4,015-43.7% | $3,754-39.8% | $4,299-47.4% |
| Participant deferral / active EE | $8,681 | $5,564+56.0% | $5,116+69.7% | $6,507+33.4% |
| Admin fee / account holder | $167 | $9,860-98.3% | $8,919-98.1% | $12,624-98.7% |