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 | $18,383 | $129,217-85.8% | $93,406-80.3% | $158,922-88.4% |
| Participation rate | 81.8% | 71.0%+10.8pp | 66.8%+15.0pp | 82.0%-0.1pp |
| Annual return | 26.09% | 118.21%-92.1pp | 78.05%-52.0pp | 302.83%-276.7pp |
| Employer contribution / active EE | $1,600 | $2,711-41.0% | $2,075-22.9% | $4,761-66.4% |
| Participant deferral / active EE | $4,262 | $3,909+9.0% | $3,126+36.3% | $5,982-28.8% |
| Admin fee / account holder | $85 | $7,383-98.8% | $5,230-98.4% | $11,246-99.2% |