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 | $19,243 | $115,770-83.4% | $101,248-81.0% | $158,922-87.9% |
| Participation rate | 83.3% | 79.4%+4.0pp | 75.8%+7.5pp | 82.0%+1.4pp |
| Annual return | 22.16% | 56.14%-34.0pp | 46.47%-24.3pp | 302.83%-280.7pp |
| Employer contribution / active EE | $1,680 | $4,175-59.8% | $3,660-54.1% | $4,761-64.7% |
| Participant deferral / active EE | $1,945 | $4,957-60.8% | $4,370-55.5% | $5,982-67.5% |
| Admin fee / account holder | $186 | $7,245-97.4% | $5,945-96.9% | $11,246-98.3% |