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 | $19,181 | $175,202-89.1% | $149,673-87.2% | $139,434-86.2% |
| Participation rate | 80.0% | 83.4%-3.4pp | 78.8%+1.2pp | 80.3%-0.3pp |
| Annual return | 33.54% | 166.71%-133.2pp | 134.42%-100.9pp | 372.94%-339.4pp |
| Employer contribution / active EE | $2,283 | $5,474-58.3% | $4,818-52.6% | $4,751-51.9% |
| Participant deferral / active EE | $8,049 | $6,519+23.5% | $5,680+41.7% | $6,710+19.9% |
| Admin fee / account holder | $19 | $16,150-99.9% | $13,210-99.9% | $11,403-99.8% |