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 | $18,147 | $65,561-72.3% | $86,188-78.9% | $75,163-75.9% |
| Participation rate | 79.3% | 60.5%+18.8pp | 69.0%+10.4pp | 67.2%+12.1pp |
| Annual return | 27.96% | 46.05%-18.1pp | 1168.45%-1140.5pp | 160.62%-132.7pp |
| Employer contribution / active EE | $1,981 | $1,553+27.6% | $2,380-16.8% | $2,670-25.8% |
| Participant deferral / active EE | $3,628 | $3,024+20.0% | $3,985-9.0% | $4,125-12.1% |
| Admin fee / account holder | $127 | $5,474-97.7% | $6,852-98.2% | $5,651-97.8% |