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 9-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 | $26,264 | $115,770-77.3% | $101,248-74.1% | $158,922-83.5% |
| Participation rate | 80.0% | 79.4%+0.6pp | 75.8%+4.2pp | 82.0%-2.0pp |
| Annual return | 104.37% | 56.14%+48.2pp | 46.47%+57.9pp | 302.83%-198.5pp |
| Employer contribution / active EE | $2,079 | $4,175-50.2% | $3,660-43.2% | $4,761-56.3% |
| Participant deferral / active EE | $4,787 | $4,957-3.4% | $4,370+9.5% | $5,982-20.0% |
| Admin fee / account holder | $46 | $7,245-99.4% | $5,945-99.2% | $11,246-99.6% |