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 | $26,110 | $117,983-77.9% | $101,794-74.3% | $142,382-81.7% |
| Participation rate | 91.7% | 74.2%+17.4pp | 69.2%+22.5pp | 80.1%+11.5pp |
| Annual return | 20.76% | 36.92%-16.2pp | 30.53%-9.8pp | 217.08%-196.3pp |
| Employer contribution / active EE | $1,993 | $2,773-28.1% | $2,289-12.9% | $4,299-53.6% |
| Participant deferral / active EE | $7,264 | $4,714+54.1% | $4,084+77.9% | $6,507+11.6% |
| Admin fee / account holder | $45 | $10,433-99.6% | $8,777-99.5% | $12,624-99.6% |