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 | $18,300 | $106,515-82.8% | $96,683-81.1% | $139,434-86.9% |
| Participation rate | 90.0% | 77.8%+12.2pp | 74.3%+15.7pp | 80.3%+9.7pp |
| Annual return | 221.32% | 38.43%+182.9pp | 35.69%+185.6pp | 372.94%-151.6pp |
| Employer contribution / active EE | $2,226 | $4,103-45.7% | $3,737-40.4% | $4,751-53.1% |
| Participant deferral / active EE | $4,509 | $5,454-17.3% | $4,878-7.6% | $6,710-32.8% |
| Admin fee / account holder | $115 | $7,877-98.5% | $6,730-98.3% | $11,403-99.0% |