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 | $19,124 | $102,966-81.4% | $90,281-78.8% | $152,861-87.5% |
| Participation rate | 72.2% | 75.9%-3.6pp | 73.3%-1.0pp | 82.4%-10.2pp |
| Annual return | 30.69% | 95.16%-64.5pp | 78.10%-47.4pp | 345.32%-314.6pp |
| Employer contribution / active EE | $2,084 | $3,139-33.6% | $2,854-27.0% | $4,762-56.2% |
| Participant deferral / active EE | $3,132 | $4,281-26.8% | $3,885-19.4% | $5,850-46.5% |
| Admin fee / account holder | $64 | $6,171-99.0% | $5,351-98.8% | $11,596-99.4% |