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 | $20,992 | $96,635-78.3% | $86,612-75.8% | $139,434-84.9% |
| Participation rate | 83.3% | 74.4%+8.9pp | 71.7%+11.6pp | 80.3%+3.0pp |
| Annual return | 19.67% | 106.41%-86.7pp | 591.07%-571.4pp | 372.94%-353.3pp |
| Employer contribution / active EE | $1,512 | $3,263-53.7% | $3,022-50.0% | $4,751-68.2% |
| Participant deferral / active EE | $2,568 | $4,836-46.9% | $4,438-42.1% | $6,710-61.7% |
| Admin fee / account holder | $180 | $6,408-97.2% | $5,614-96.8% | $11,403-98.4% |