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 | $21,668 | $109,327-80.2% | $89,391-75.8% | $158,922-86.4% |
| Participation rate | 71.4% | 74.3%-2.8pp | 68.0%+3.5pp | 82.0%-10.5pp |
| Annual return | 26.79% | 345.68%-318.9pp | 245.62%-218.8pp | 302.83%-276.0pp |
| Employer contribution / active EE | $806 | $3,170-74.6% | $2,586-68.8% | $4,761-83.1% |
| Participant deferral / active EE | $2,261 | $4,598-50.8% | $3,890-41.9% | $5,982-62.2% |
| Admin fee / account holder | $40 | $6,153-99.3% | $4,881-99.2% | $11,246-99.6% |