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 | $20,122 | $183,519-89.0% | $155,509-87.1% | $145,922-86.2% |
| Participation rate | 87.5% | 82.7%+4.8pp | 78.2%+9.3pp | 80.3%+7.2pp |
| Annual return | 12.12% | 61.17%-49.0pp | 64.67%-52.6pp | 561.29%-549.2pp |
| Employer contribution / active EE | $1,967 | $5,313-63.0% | $4,672-57.9% | $4,660-57.8% |
| Participant deferral / active EE | $4,034 | $6,462-37.6% | $5,626-28.3% | $6,688-39.7% |
| Admin fee / account holder | $72 | $19,313-99.6% | $15,912-99.5% | $13,397-99.5% |