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 3-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 | $23,519 | $99,877-76.5% | $84,966-72.3% | $145,922-83.9% |
| Participation rate | 88.9% | 74.1%+14.8pp | 67.5%+21.4pp | 80.3%+8.6pp |
| Annual return | 18.26% | 83.76%-65.5pp | 66.38%-48.1pp | 561.29%-543.0pp |
| Employer contribution / active EE | $4,136 | $3,231+28.0% | $2,727+51.7% | $4,660-11.2% |
| Participant deferral / active EE | $10,995 | $5,291+107.8% | $4,519+143.3% | $6,688+64.4% |
| Admin fee / account holder | $136 | $7,248-98.1% | $6,149-97.8% | $13,397-99.0% |