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 | $22,874 | $74,888-69.5% | $71,209-67.9% | $142,382-83.9% |
| Participation rate | 70.0% | 76.2%-6.2pp | 73.8%-3.8pp | 80.1%-10.1pp |
| Annual return | 26.81% | 345.14%-318.3pp | 282.51%-255.7pp | 217.08%-190.3pp |
| Employer contribution / active EE | $1,867 | $2,854-34.6% | $2,721-31.4% | $4,299-56.6% |
| Participant deferral / active EE | $4,651 | $4,454+4.4% | $4,175+11.4% | $6,507-28.5% |
| Admin fee / account holder | $113 | $5,568-98.0% | $5,349-97.9% | $12,624-99.1% |