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 9-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 | $27,281 | $112,096-75.7% | $95,952-71.6% | $158,922-82.8% |
| Participation rate | 83.3% | 79.0%+4.4pp | 77.1%+6.3pp | 82.0%+1.4pp |
| Annual return | 10.73% | 171.09%-160.4pp | 91.61%-80.9pp | 302.83%-292.1pp |
| Employer contribution / active EE | $2,302 | $3,198-28.0% | $2,541-9.4% | $4,761-51.7% |
| Participant deferral / active EE | $4,319 | $4,784-9.7% | $4,167+3.7% | $5,982-27.8% |
| Admin fee / account holder | $17 | $10,130-99.8% | $6,795-99.8% | $11,246-99.8% |