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 | $27,612 | $114,381-75.9% | $107,525-74.3% | $142,382-80.6% |
| Participation rate | 88.2% | 78.1%+10.1pp | 75.1%+13.2pp | 80.1%+8.1pp |
| Annual return | 23.46% | 242.71%-219.2pp | 181.32%-157.9pp | 217.08%-193.6pp |
| Employer contribution / active EE | $2,893 | $4,015-27.9% | $3,754-22.9% | $4,299-32.7% |
| Participant deferral / active EE | $4,638 | $5,564-16.7% | $5,116-9.3% | $6,507-28.7% |
| Admin fee / account holder | $26 | $9,860-99.7% | $8,919-99.7% | $12,624-99.8% |