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 | $18,464 | $158,398-88.3% | $126,539-85.4% | $142,382-87.0% |
| Participation rate | 93.3% | 75.8%+17.5pp | 69.8%+23.5pp | 80.1%+13.2pp |
| Annual return | 27.75% | 593.76%-566.0pp | 425.95%-398.2pp | 217.08%-189.3pp |
| Employer contribution / active EE | $1,883 | $4,650-59.5% | $3,674-48.7% | $4,299-56.2% |
| Participant deferral / active EE | $3,798 | $4,767-20.3% | $4,083-7.0% | $6,507-41.6% |
| Admin fee / account holder | $240 | $6,918-96.5% | $6,065-96.0% | $12,624-98.1% |