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 7-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 | $15,842 | $104,907-84.9% | $84,611-81.3% | $152,861-89.6% |
| Participation rate | 75.0% | 74.8%+0.2pp | 68.2%+6.8pp | 82.4%-7.4pp |
| Annual return | 27.92% | 373.79%-345.9pp | 258.74%-230.8pp | 345.32%-317.4pp |
| Employer contribution / active EE | $2,217 | $3,302-32.9% | $2,652-16.4% | $4,762-53.5% |
| Participant deferral / active EE | $3,513 | $4,688-25.1% | $3,899-9.9% | $5,850-39.9% |
| Admin fee / account holder | $131 | $6,241-97.9% | $4,912-97.3% | $11,596-98.9% |