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 6-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 | $20,208 | $159,602-87.3% | $150,045-86.5% | $142,382-85.8% |
| Participation rate | 90.0% | 84.0%+6.0pp | 82.3%+7.7pp | 80.1%+9.9pp |
| Annual return | 20.73% | 70.24%-49.5pp | 62.55%-41.8pp | 217.08%-196.3pp |
| Employer contribution / active EE | $1,354 | $4,961-72.7% | $4,693-71.1% | $4,299-68.5% |
| Participant deferral / active EE | $4,227 | $8,310-49.1% | $7,997-47.1% | $6,507-35.0% |
| Admin fee / account holder | $36 | $14,846-99.8% | $13,435-99.7% | $12,624-99.7% |