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 | $23,047 | $158,398-85.5% | $126,539-81.8% | $142,382-83.8% |
| Participation rate | 76.9% | 75.8%+1.1pp | 69.8%+7.1pp | 80.1%-3.2pp |
| Annual return | 20.25% | 593.76%-573.5pp | 425.95%-405.7pp | 217.08%-196.8pp |
| Employer contribution / active EE | $0 | $4,650-100.0% | $3,674-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $5,499 | $4,767+15.4% | $4,083+34.7% | $6,507-15.5% |
| Admin fee / account holder | $277 | $6,918-96.0% | $6,065-95.4% | $12,624-97.8% |