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 | $17,171 | $100,773-83.0% | $88,946-80.7% | $142,382-87.9% |
| Participation rate | 90.0% | 74.3%+15.7pp | 68.8%+21.2pp | 80.1%+9.9pp |
| Annual return | 21.71% | 70.18%-48.5pp | 57.82%-36.1pp | 217.08%-195.4pp |
| Employer contribution / active EE | $2,142 | $2,918-26.6% | $2,555-16.2% | $4,299-50.2% |
| Participant deferral / active EE | $2,986 | $5,230-42.9% | $4,581-34.8% | $6,507-54.1% |
| Admin fee / account holder | $16 | $9,693-99.8% | $8,261-99.8% | $12,624-99.9% |