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 | $24,642 | $89,355-72.4% | $141,162-82.5% | $72,985-66.2% |
| Participation rate | 74.5% | 75.1%-0.6pp | 82.5%-8.0pp | 69.5%+5.0pp |
| Annual return | 83.16% | 111.85%-28.7pp | 71.39%+11.8pp | 81.00%+2.2pp |
| Employer contribution / active EE | $2,555 | $3,114-17.9% | $4,735-46.0% | $2,440+4.7% |
| Participant deferral / active EE | $6,258 | $5,418+15.5% | $6,709-6.7% | $3,607+73.5% |
| Admin fee / account holder | $115 | $5,958-98.1% | $10,261-98.9% | $5,124-97.8% |