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 | $16,742 | $183,519-90.9% | $155,509-89.2% | $145,922-88.5% |
| Participation rate | 88.9% | 82.7%+6.2pp | 78.2%+10.7pp | 80.3%+8.6pp |
| Annual return | 74.96% | 61.17%+13.8pp | 64.67%+10.3pp | 561.29%-486.3pp |
| Employer contribution / active EE | $1,134 | $5,313-78.7% | $4,672-75.7% | $4,660-75.7% |
| Participant deferral / active EE | $4,894 | $6,462-24.3% | $5,626-13.0% | $6,688-26.8% |
| Admin fee / account holder | $25 | $19,313-99.9% | $15,912-99.8% | $13,397-99.8% |