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 | $27,972 | $88,751-68.5% | $81,812-65.8% | $145,922-80.8% |
| Participation rate | 94.4% | 75.0%+19.4pp | 72.3%+22.1pp | 80.3%+14.2pp |
| Annual return | 13.93% | 1025.40%-1011.5pp | 773.79%-759.9pp | 561.29%-547.4pp |
| Employer contribution / active EE | $2,236 | $3,083-27.5% | $2,912-23.2% | $4,660-52.0% |
| Participant deferral / active EE | $6,631 | $4,643+42.8% | $4,319+53.5% | $6,688-0.9% |
| Admin fee / account holder | $276 | $8,415-96.7% | $7,386-96.3% | $13,397-97.9% |