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 9-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 | $22,540 | $102,966-78.1% | $90,281-75.0% | $152,861-85.3% |
| Participation rate | 87.5% | 75.9%+11.6pp | 73.3%+14.2pp | 82.4%+5.1pp |
| Annual return | 21.35% | 95.16%-73.8pp | 78.10%-56.8pp | 345.32%-324.0pp |
| Employer contribution / active EE | $2,625 | $3,139-16.4% | $2,854-8.1% | $4,762-44.9% |
| Participant deferral / active EE | $4,430 | $4,281+3.5% | $3,885+14.0% | $5,850-24.3% |
| Admin fee / account holder | $78 | $6,171-98.7% | $5,351-98.5% | $11,596-99.3% |