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 3-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 | $29,524 | $108,919-72.9% | $100,391-70.6% | $145,922-79.8% |
| Participation rate | 83.3% | 82.9%+0.4pp | 81.5%+1.9pp | 80.3%+3.1pp |
| Annual return | 19.76% | 57.88%-38.1pp | 49.20%-29.4pp | 561.29%-541.5pp |
| Employer contribution / active EE | $4,061 | $4,419-8.1% | $3,942+3.0% | $4,660-12.9% |
| Participant deferral / active EE | $8,085 | $8,445-4.3% | $8,0820% | $6,688+20.9% |
| Admin fee / account holder | $33 | $9,689-99.7% | $7,899-99.6% | $13,397-99.8% |