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 | $23,031 | $158,398-85.5% | $126,539-81.8% | $142,382-83.8% |
| Participation rate | 81.8% | 75.8%+6.0pp | 69.8%+12.0pp | 80.1%+1.7pp |
| Annual return | 23.94% | 593.76%-569.8pp | 425.95%-402.0pp | 217.08%-193.1pp |
| Employer contribution / active EE | $1,588 | $4,650-65.8% | $3,674-56.8% | $4,299-63.1% |
| Participant deferral / active EE | $4,186 | $4,767-12.2% | $4,083+2.5% | $6,507-35.7% |
| Admin fee / account holder | $44 | $6,918-99.4% | $6,065-99.3% | $12,624-99.7% |