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 | $13,856 | $69,207-80.0% | $64,056-78.4% | $139,434-90.1% |
| Participation rate | 80.0% | 75.6%+4.4pp | 72.3%+7.7pp | 80.3%-0.3pp |
| Annual return | 51.91% | 45.88%+6.0pp | 33.69%+18.2pp | 372.94%-321.0pp |
| Employer contribution / active EE | $4,030 | $3,182+26.7% | $2,747+46.7% | $4,751-15.2% |
| Participant deferral / active EE | $6,673 | $4,682+42.5% | $3,880+72.0% | $6,710-0.6% |
| Admin fee / account holder | $36 | $4,244-99.1% | $3,068-98.8% | $11,403-99.7% |