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 | $26,442 | $175,202-84.9% | $149,673-82.3% | $139,434-81.0% |
| Participation rate | 90.0% | 83.4%+6.6pp | 78.8%+11.2pp | 80.3%+9.7pp |
| Annual return | 63.91% | 166.71%-102.8pp | 134.42%-70.5pp | 372.94%-309.0pp |
| Employer contribution / active EE | $2,288 | $5,474-58.2% | $4,818-52.5% | $4,751-51.8% |
| Participant deferral / active EE | $8,715 | $6,519+33.7% | $5,680+53.4% | $6,710+29.9% |
| Admin fee / account holder | $255 | $16,150-98.4% | $13,210-98.1% | $11,403-97.8% |