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 | $26,992 | $102,604-73.7% | $86,188-68.7% | $139,434-80.6% |
| Participation rate | 80.0% | 74.5%+5.5pp | 69.0%+11.0pp | 80.3%-0.3pp |
| Annual return | 18.59% | 1922.51%-1903.9pp | 1168.45%-1149.9pp | 372.94%-354.4pp |
| Employer contribution / active EE | $2,072 | $3,032-31.7% | $2,380-12.9% | $4,751-56.4% |
| Participant deferral / active EE | $4,790 | $4,676+2.4% | $3,985+20.2% | $6,710-28.6% |
| Admin fee / account holder | $32 | $8,657-99.6% | $6,852-99.5% | $11,403-99.7% |