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 | $21,159 | $175,202-87.9% | $149,673-85.9% | $139,434-84.8% |
| Participation rate | 86.7% | 83.4%+3.3pp | 78.8%+7.9pp | 80.3%+6.3pp |
| Annual return | 27.89% | 166.71%-138.8pp | 134.42%-106.5pp | 372.94%-345.1pp |
| Employer contribution / active EE | $2,853 | $5,474-47.9% | $4,818-40.8% | $4,751-39.9% |
| Participant deferral / active EE | $6,251 | $6,519-4.1% | $5,680+10.1% | $6,710-6.8% |
| Admin fee / account holder | $41 | $16,150-99.7% | $13,210-99.7% | $11,403-99.6% |