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 | $19,715 | $177,572-88.9% | $154,803-87.3% | $142,382-86.2% |
| Participation rate | 94.1% | 82.1%+12.1pp | 78.1%+16.0pp | 80.1%+14.0pp |
| Annual return | 26.64% | 65.07%-38.4pp | 58.88%-32.2pp | 217.08%-190.4pp |
| Employer contribution / active EE | $1,728 | $4,810-64.1% | $4,305-59.9% | $4,299-59.8% |
| Participant deferral / active EE | $5,464 | $6,272-12.9% | $5,540-1.4% | $6,507-16.0% |
| Admin fee / account holder | $237 | $16,786-98.6% | $14,329-98.3% | $12,624-98.1% |