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 | $20,832 | $109,327-80.9% | $89,391-76.7% | $158,922-86.9% |
| Participation rate | 77.3% | 74.3%+3.0pp | 68.0%+9.3pp | 82.0%-4.7pp |
| Annual return | 36.64% | 345.68%-309.0pp | 245.62%-209.0pp | 302.83%-266.2pp |
| Employer contribution / active EE | $1,536 | $3,170-51.5% | $2,586-40.6% | $4,761-67.7% |
| Participant deferral / active EE | $4,715 | $4,598+2.5% | $3,890+21.2% | $5,982-21.2% |
| Admin fee / account holder | $78 | $6,153-98.7% | $4,881-98.4% | $11,246-99.3% |