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 6-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 | $16,100 | $102,604-84.3% | $86,188-81.3% | $139,434-88.5% |
| Participation rate | 92.9% | 74.5%+18.4pp | 69.0%+23.9pp | 80.3%+12.5pp |
| Annual return | 20.90% | 1922.51%-1901.6pp | 1168.45%-1147.5pp | 372.94%-352.0pp |
| Employer contribution / active EE | $2,249 | $3,032-25.8% | $2,380-5.5% | $4,751-52.7% |
| Participant deferral / active EE | $5,148 | $4,676+10.1% | $3,985+29.2% | $6,710-23.3% |
| Admin fee / account holder | $162 | $8,657-98.1% | $6,852-97.6% | $11,403-98.6% |