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 | $25,538 | $176,056-85.5% | $159,436-84.0% | $167,490-84.8% |
| Participation rate | 94.7% | 84.9%+9.8pp | 82.8%+11.9pp | 82.1%+12.6pp |
| Annual return | 19.58% | 331.75%-312.2pp | 263.57%-244.0pp | 478.56%-459.0pp |
| Employer contribution / active EE | $1,599 | $5,297-69.8% | $4,829-66.9% | $4,837-66.9% |
| Participant deferral / active EE | $2,912 | $7,750-62.4% | $7,352-60.4% | $6,341-54.1% |
| Admin fee / account holder | $209 | $12,554-98.3% | $10,799-98.1% | $12,309-98.3% |