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 9-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 | $20,239 | $115,770-82.5% | $101,248-80.0% | $158,922-87.3% |
| Participation rate | 78.6% | 79.4%-0.8pp | 75.8%+2.8pp | 82.0%-3.4pp |
| Annual return | 50.08% | 56.14%-6.1pp | 46.47%+3.6pp | 302.83%-252.7pp |
| Employer contribution / active EE | $1,830 | $4,175-56.2% | $3,660-50.0% | $4,761-61.6% |
| Participant deferral / active EE | $2,429 | $4,957-51.0% | $4,370-44.4% | $5,982-59.4% |
| Admin fee / account holder | $193 | $7,245-97.3% | $5,945-96.8% | $11,246-98.3% |