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 3-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 | $20,963 | $159,901-86.9% | $146,958-85.7% | $145,922-85.6% |
| Participation rate | 88.9% | 84.0%+4.9pp | 82.2%+6.7pp | 80.3%+8.6pp |
| Annual return | 27.65% | 98.13%-70.5pp | 418.34%-390.7pp | 561.29%-533.6pp |
| Employer contribution / active EE | $1,943 | $5,286-63.2% | $4,933-60.6% | $4,660-58.3% |
| Participant deferral / active EE | $3,990 | $8,428-52.7% | $8,070-50.6% | $6,688-40.3% |
| Admin fee / account holder | $53 | $15,044-99.7% | $12,998-99.6% | $13,397-99.6% |