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 | $21,467 | $148,534-85.5% | $135,903-84.2% | $139,434-84.6% |
| Participation rate | 88.9% | 83.9%+5.0pp | 81.9%+7.0pp | 80.3%+8.6pp |
| Annual return | 40.04% | 79.19%-39.1pp | 68.23%-28.2pp | 372.94%-332.9pp |
| Employer contribution / active EE | $3,159 | $5,243-39.7% | $4,856-34.9% | $4,751-33.5% |
| Participant deferral / active EE | $7,881 | $8,100-2.7% | $7,758+1.6% | $6,710+17.4% |
| Admin fee / account holder | $14 | $12,400-99.9% | $10,762-99.9% | $11,403-99.9% |