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 | $24,635 | $93,571-73.7% | $135,903-81.9% | $75,163-67.2% |
| Participation rate | 78.6% | 75.2%+3.4pp | 81.9%-3.3pp | 67.2%+11.4pp |
| Annual return | 28.72% | 30.90%-2.2pp | 68.23%-39.5pp | 160.62%-131.9pp |
| Employer contribution / active EE | $2,467 | $3,537-30.2% | $4,856-49.2% | $2,670-7.6% |
| Participant deferral / active EE | $3,181 | $6,404-50.3% | $7,758-59.0% | $4,125-22.9% |
| Admin fee / account holder | $34 | $6,975-99.5% | $10,762-99.7% | $5,651-99.4% |