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 | $18,744 | $100,773-81.4% | $88,946-78.9% | $142,382-86.8% |
| Participation rate | 88.9% | 74.3%+14.6pp | 68.8%+20.0pp | 80.1%+8.8pp |
| Annual return | 20.10% | 70.18%-50.1pp | 57.82%-37.7pp | 217.08%-197.0pp |
| Employer contribution / active EE | $1,573 | $2,918-46.1% | $2,555-38.4% | $4,299-63.4% |
| Participant deferral / active EE | $2,889 | $5,230-44.8% | $4,581-36.9% | $6,507-55.6% |
| Admin fee / account holder | $46 | $9,693-99.5% | $8,261-99.4% | $12,624-99.6% |