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 6-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 | $29,738 | $159,901-81.4% | $146,958-79.8% | $145,922-79.6% |
| Participation rate | 88.9% | 84.0%+4.9pp | 82.2%+6.7pp | 80.3%+8.6pp |
| Annual return | 14.30% | 98.13%-83.8pp | 418.34%-404.0pp | 561.29%-547.0pp |
| Employer contribution / active EE | $1,507 | $5,286-71.5% | $4,933-69.4% | $4,660-67.7% |
| Participant deferral / active EE | $3,847 | $8,428-54.4% | $8,070-52.3% | $6,688-42.5% |
| Admin fee / account holder | $37 | $15,044-99.8% | $12,998-99.7% | $13,397-99.7% |