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 | $26,999 | $117,983-77.1% | $101,794-73.5% | $142,382-81.0% |
| Participation rate | 85.7% | 74.2%+11.5pp | 69.2%+16.5pp | 80.1%+5.6pp |
| Annual return | 14.52% | 36.92%-22.4pp | 30.53%-16.0pp | 217.08%-202.6pp |
| Employer contribution / active EE | $4,452 | $2,773+60.5% | $2,289+94.5% | $4,299+3.5% |
| Participant deferral / active EE | $5,115 | $4,714+8.5% | $4,084+25.2% | $6,507-21.4% |
| Admin fee / account holder | $195 | $10,433-98.1% | $8,777-97.8% | $12,624-98.5% |