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 | $26,520 | $115,770-77.1% | $101,248-73.8% | $158,922-83.3% |
| Participation rate | 94.1% | 79.4%+14.8pp | 75.8%+18.3pp | 82.0%+12.2pp |
| Annual return | 20.18% | 56.14%-36.0pp | 46.47%-26.3pp | 302.83%-282.6pp |
| Employer contribution / active EE | $2,313 | $4,175-44.6% | $3,660-36.8% | $4,761-51.4% |
| Participant deferral / active EE | $3,817 | $4,957-23.0% | $4,370-12.7% | $5,982-36.2% |
| Admin fee / account holder | $203 | $7,245-97.2% | $5,945-96.6% | $11,246-98.2% |