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 | $26,971 | $148,534-81.8% | $135,903-80.2% | $139,434-80.7% |
| Participation rate | 75.0% | 83.9%-8.9pp | 81.9%-6.9pp | 80.3%-5.3pp |
| Annual return | 39.93% | 79.19%-39.3pp | 68.23%-28.3pp | 372.94%-333.0pp |
| Employer contribution / active EE | $8,296 | $5,243+58.2% | $4,856+70.8% | $4,751+74.6% |
| Participant deferral / active EE | $7,885 | $8,100-2.7% | $7,758+1.6% | $6,710+17.5% |
| Admin fee / account holder | $19 | $12,400-99.8% | $10,762-99.8% | $11,403-99.8% |