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 6-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 | $25,416 | $177,572-85.7% | $154,803-83.6% | $142,382-82.1% |
| Participation rate | 95.8% | 82.1%+13.8pp | 78.1%+17.8pp | 80.1%+15.7pp |
| Annual return | 15.97% | 65.07%-49.1pp | 58.88%-42.9pp | 217.08%-201.1pp |
| Employer contribution / active EE | $2,178 | $4,810-54.7% | $4,305-49.4% | $4,299-49.3% |
| Participant deferral / active EE | $7,150 | $6,272+14.0% | $5,540+29.1% | $6,507+9.9% |
| Admin fee / account holder | $148 | $16,786-99.1% | $14,329-99.0% | $12,624-98.8% |