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 | $16,703 | $148,534-88.8% | $135,903-87.7% | $139,434-88.0% |
| Participation rate | 93.8% | 83.9%+9.9pp | 81.9%+11.8pp | 80.3%+13.4pp |
| Annual return | 34.22% | 79.19%-45.0pp | 68.23%-34.0pp | 372.94%-338.7pp |
| Employer contribution / active EE | $4,262 | $5,243-18.7% | $4,856-12.2% | $4,751-10.3% |
| Participant deferral / active EE | $5,154 | $8,100-36.4% | $7,758-33.6% | $6,710-23.2% |
| Admin fee / account holder | $19 | $12,400-99.8% | $10,762-99.8% | $11,403-99.8% |