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 4-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 | $19,317 | $175,202-89.0% | $149,673-87.1% | $139,434-86.1% |
| Participation rate | 88.9% | 83.4%+5.5pp | 78.8%+10.1pp | 80.3%+8.6pp |
| Annual return | 22.10% | 166.71%-144.6pp | 134.42%-112.3pp | 372.94%-350.8pp |
| Employer contribution / active EE | $1,732 | $5,474-68.4% | $4,818-64.1% | $4,751-63.6% |
| Participant deferral / active EE | $7,877 | $6,519+20.8% | $5,680+38.7% | $6,710+17.4% |
| Admin fee / account holder | $61 | $16,150-99.6% | $13,210-99.5% | $11,403-99.5% |