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 | $20,107 | $85,022-76.4% | $70,515-71.5% | $139,434-85.6% |
| Participation rate | 88.2% | 73.9%+14.3pp | 68.3%+19.9pp | 80.3%+7.9pp |
| Annual return | 25.66% | 30.38%-4.7pp | 32.77%-7.1pp | 372.94%-347.3pp |
| Employer contribution / active EE | $2,828 | $3,909-27.7% | $2,973-4.9% | $4,751-40.5% |
| Participant deferral / active EE | $5,869 | $5,890-0.4% | $4,567+28.5% | $6,710-12.5% |
| Admin fee / account holder | $194 | $8,906-97.8% | $6,412-97.0% | $11,403-98.3% |