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 | $15,521 | $77,730-80.0% | $70,164-77.9% | $139,434-88.9% |
| Participation rate | 81.3% | 83.2%-1.9pp | 78.8%+2.4pp | 80.3%+0.9pp |
| Annual return | 187.12% | 18.98%+168.1pp | 18.87%+168.3pp | 372.94%-185.8pp |
| Employer contribution / active EE | $3,978 | $4,990-20.3% | $4,287-7.2% | $4,751-16.3% |
| Participant deferral / active EE | $8,638 | $6,448+34.0% | $5,395+60.1% | $6,710+28.7% |
| Admin fee / account holder | $12 | $5,368-99.8% | $4,561-99.7% | $11,403-99.9% |