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 | $9,473 | $49,922-81.0% | $80,569-88.2% | $75,163-87.4% |
| Participation rate | 73.9% | 55.3%+18.6pp | 67.0%+6.9pp | 67.2%+6.7pp |
| Annual return | 29.58% | 34.69%-5.1pp | 935.43%-905.8pp | 160.62%-131.0pp |
| Employer contribution / active EE | $1,545 | $1,698-9.0% | $2,723-43.3% | $2,670-42.1% |
| Participant deferral / active EE | $3,551 | $2,990+18.7% | $4,447-20.2% | $4,125-13.9% |
| Admin fee / account holder | $170 | $3,577-95.3% | $5,377-96.8% | $5,651-97.0% |