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 | $23,895 | $148,534-83.9% | $135,903-82.4% | $139,434-82.9% |
| Participation rate | 85.7% | 83.9%+1.9pp | 81.9%+3.8pp | 80.3%+5.4pp |
| Annual return | 20.66% | 79.19%-58.5pp | 68.23%-47.6pp | 372.94%-352.3pp |
| Employer contribution / active EE | $2,999 | $5,243-42.8% | $4,856-38.2% | $4,751-36.9% |
| Participant deferral / active EE | $4,813 | $8,100-40.6% | $7,758-38.0% | $6,710-28.3% |
| Admin fee / account holder | $33 | $12,400-99.7% | $10,762-99.7% | $11,403-99.7% |