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 6-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 | $26,297 | $159,602-83.5% | $150,045-82.5% | $142,382-81.5% |
| Participation rate | 94.1% | 84.0%+10.1pp | 82.3%+11.8pp | 80.1%+14.0pp |
| Annual return | 18.52% | 70.24%-51.7pp | 62.55%-44.0pp | 217.08%-198.6pp |
| Employer contribution / active EE | $3,621 | $4,961-27.0% | $4,693-22.8% | $4,299-15.8% |
| Participant deferral / active EE | $3,961 | $8,310-52.3% | $7,997-50.5% | $6,507-39.1% |
| Admin fee / account holder | $85 | $14,846-99.4% | $13,435-99.4% | $12,624-99.3% |