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 8-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 | $29,043 | $103,376-71.9% | $87,100-66.7% | $152,861-81.0% |
| Participation rate | 87.5% | 79.3%+8.2pp | 76.9%+10.6pp | 82.4%+5.1pp |
| Annual return | 20.71% | 28.10%-7.4pp | 28.19%-7.5pp | 345.32%-324.6pp |
| Employer contribution / active EE | $1,430 | $3,220-55.6% | $2,521-43.3% | $4,762-70.0% |
| Participant deferral / active EE | $4,671 | $4,778-2.2% | $4,049+15.4% | $5,850-20.2% |
| Admin fee / account holder | $15 | $12,205-99.9% | $7,497-99.8% | $11,596-99.9% |