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 | $28,512 | $183,519-84.5% | $155,509-81.7% | $145,922-80.5% |
| Participation rate | 90.9% | 82.7%+8.2pp | 78.2%+12.7pp | 80.3%+10.6pp |
| Annual return | 12.66% | 61.17%-48.5pp | 64.67%-52.0pp | 561.29%-548.6pp |
| Employer contribution / active EE | $3,241 | $5,313-39.0% | $4,672-30.6% | $4,660-30.4% |
| Participant deferral / active EE | $4,036 | $6,462-37.5% | $5,626-28.3% | $6,688-39.7% |
| Admin fee / account holder | $189 | $19,313-99.0% | $15,912-98.8% | $13,397-98.6% |