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 9-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 | $24,046 | $109,327-78.0% | $89,391-73.1% | $158,922-84.9% |
| Participation rate | 76.5% | 74.3%+2.2pp | 68.0%+8.5pp | 82.0%-5.5pp |
| Annual return | 25.94% | 345.68%-319.7pp | 245.62%-219.7pp | 302.83%-276.9pp |
| Employer contribution / active EE | $0 | $3,170-100.0% | $2,586-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $1,780 | $4,598-61.3% | $3,890-54.2% | $5,982-70.2% |
| Admin fee / account holder | $62 | $6,153-99.0% | $4,881-98.7% | $11,246-99.5% |