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 | $29,641 | $158,398-81.3% | $126,539-76.6% | $142,382-79.2% |
| Participation rate | 81.8% | 75.8%+6.0pp | 69.8%+12.0pp | 80.1%+1.7pp |
| Annual return | 21.65% | 593.76%-572.1pp | 425.95%-404.3pp | 217.08%-195.4pp |
| Employer contribution / active EE | $811 | $4,650-82.6% | $3,674-77.9% | $4,299-81.1% |
| Participant deferral / active EE | $2,863 | $4,767-39.9% | $4,083-29.9% | $6,507-56.0% |
| Admin fee / account holder | $63 | $6,918-99.1% | $6,065-99.0% | $12,624-99.5% |