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 | $44,675 | $74,888-40.3% | $71,209-37.3% | $142,382-68.6% |
| Participation rate | 83.3% | 76.2%+7.1pp | 73.8%+9.6pp | 80.1%+3.2pp |
| Annual return | 19.86% | 345.14%-325.3pp | 282.51%-262.6pp | 217.08%-197.2pp |
| Employer contribution / active EE | $1,483 | $2,854-48.1% | $2,721-45.5% | $4,299-65.5% |
| Participant deferral / active EE | $1,934 | $4,454-56.6% | $4,175-53.7% | $6,507-70.3% |
| Admin fee / account holder | $228 | $5,568-95.9% | $5,349-95.7% | $12,624-98.2% |