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 | $17,234 | $115,770-85.1% | $101,248-83.0% | $158,922-89.2% |
| Participation rate | 83.3% | 79.4%+4.0pp | 75.8%+7.5pp | 82.0%+1.4pp |
| Annual return | 28.44% | 56.14%-27.7pp | 46.47%-18.0pp | 302.83%-274.4pp |
| Employer contribution / active EE | $1,832 | $4,175-56.1% | $3,660-49.9% | $4,761-61.5% |
| Participant deferral / active EE | $5,364 | $4,957+8.2% | $4,370+22.7% | $5,982-10.3% |
| Admin fee / account holder | $46 | $7,245-99.4% | $5,945-99.2% | $11,246-99.6% |