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 | $30,839 | $159,901-80.7% | $146,958-79.0% | $145,922-78.9% |
| Participation rate | 90.9% | 84.0%+6.9pp | 82.2%+8.8pp | 80.3%+10.6pp |
| Annual return | 15.89% | 98.13%-82.2pp | 418.34%-402.4pp | 561.29%-545.4pp |
| Employer contribution / active EE | $2,385 | $5,286-54.9% | $4,933-51.7% | $4,660-48.8% |
| Participant deferral / active EE | $8,947 | $8,428+6.2% | $8,070+10.9% | $6,688+33.8% |
| Admin fee / account holder | $19 | $15,044-99.9% | $12,998-99.9% | $13,397-99.9% |