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 | $24,211 | $124,319-80.5% | $111,297-78.2% | $167,490-85.5% |
| Participation rate | 88.9% | 79.6%+9.3pp | 77.3%+11.6pp | 82.1%+6.8pp |
| Annual return | 19.05% | 37.44%-18.4pp | 54.65%-35.6pp | 478.56%-459.5pp |
| Employer contribution / active EE | $2,060 | $3,435-40.0% | $2,731-24.6% | $4,837-57.4% |
| Participant deferral / active EE | $1,905 | $5,180-63.2% | $4,487-57.5% | $6,341-70.0% |
| Admin fee / account holder | $171 | $10,618-98.4% | $7,964-97.8% | $12,309-98.6% |