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 | $18,655 | $175,202-89.4% | $149,673-87.5% | $139,434-86.6% |
| Participation rate | 83.3% | 83.4%0pp | 78.8%+4.6pp | 80.3%+3.0pp |
| Annual return | 30.10% | 166.71%-136.6pp | 134.42%-104.3pp | 372.94%-342.8pp |
| Employer contribution / active EE | $1,458 | $5,474-73.4% | $4,818-69.7% | $4,751-69.3% |
| Participant deferral / active EE | $5,680 | $6,519-12.9% | $5,6800% | $6,710-15.4% |
| Admin fee / account holder | $124 | $16,150-99.2% | $13,210-99.1% | $11,403-98.9% |