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 | $23,944 | $163,101-85.3% | $136,749-82.5% | $142,382-83.2% |
| Participation rate | 94.4% | 78.2%+16.2pp | 72.1%+22.3pp | 80.1%+14.3pp |
| Annual return | 22.90% | 27.54%-4.6pp | 24.33%-1.4pp | 217.08%-194.2pp |
| Employer contribution / active EE | $2,811 | $4,117-31.7% | $3,400-17.3% | $4,299-34.6% |
| Participant deferral / active EE | $4,381 | $5,585-21.6% | $4,692-6.6% | $6,507-32.7% |
| Admin fee / account holder | $45 | $14,318-99.7% | $11,386-99.6% | $12,624-99.6% |