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 | $23,431 | $96,635-75.8% | $86,612-72.9% | $139,434-83.2% |
| Participation rate | 90.0% | 74.4%+15.6pp | 71.7%+18.3pp | 80.3%+9.7pp |
| Annual return | 27.90% | 106.41%-78.5pp | 591.07%-563.2pp | 372.94%-345.0pp |
| Employer contribution / active EE | $4,387 | $3,263+34.4% | $3,022+45.1% | $4,751-7.7% |
| Participant deferral / active EE | $8,258 | $4,836+70.8% | $4,438+86.1% | $6,710+23.1% |
| Admin fee / account holder | $168 | $6,408-97.4% | $5,614-97.0% | $11,403-98.5% |