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 | $17,418 | $148,534-88.3% | $135,903-87.2% | $139,434-87.5% |
| Participation rate | 75.0% | 83.9%-8.9pp | 81.9%-6.9pp | 80.3%-5.3pp |
| Annual return | 34.87% | 79.19%-44.3pp | 68.23%-33.4pp | 372.94%-338.1pp |
| Employer contribution / active EE | $2,160 | $5,243-58.8% | $4,856-55.5% | $4,751-54.5% |
| Participant deferral / active EE | $6,735 | $8,100-16.9% | $7,758-13.2% | $6,710+0.4% |
| Admin fee / account holder | $205 | $12,400-98.3% | $10,762-98.1% | $11,403-98.2% |