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 | $23,927 | $99,918-76.1% | $81,382-70.6% | $145,922-83.6% |
| Participation rate | 80.0% | 74.2%+5.8pp | 69.5%+10.5pp | 80.3%-0.3pp |
| Annual return | 13.19% | 34.32%-21.1pp | 24.73%-11.5pp | 561.29%-548.1pp |
| Employer contribution / active EE | $2,394 | $2,978-19.6% | $2,463-2.8% | $4,660-48.6% |
| Participant deferral / active EE | $2,634 | $4,605-42.8% | $3,883-32.2% | $6,688-60.6% |
| Admin fee / account holder | $31 | $8,212-99.6% | $5,768-99.5% | $13,397-99.8% |