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 7-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 | $18,625 | $115,770-83.9% | $101,248-81.6% | $158,922-88.3% |
| Participation rate | 91.3% | 79.4%+11.9pp | 75.8%+15.5pp | 82.0%+9.3pp |
| Annual return | 25.60% | 56.14%-30.5pp | 46.47%-20.9pp | 302.83%-277.2pp |
| Employer contribution / active EE | $2,302 | $4,175-44.8% | $3,660-37.1% | $4,761-51.6% |
| Participant deferral / active EE | $4,447 | $4,957-10.3% | $4,370+1.8% | $5,982-25.7% |
| Admin fee / account holder | $90 | $7,245-98.8% | $5,945-98.5% | $11,246-99.2% |