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 | $10,677 | $96,635-89.0% | $86,612-87.7% | $139,434-92.3% |
| Participation rate | 80.0% | 74.4%+5.6pp | 71.7%+8.3pp | 80.3%-0.3pp |
| Annual return | 19.43% | 106.41%-87.0pp | 591.07%-571.6pp | 372.94%-353.5pp |
| Employer contribution / active EE | $1,018 | $3,263-68.8% | $3,022-66.3% | $4,751-78.6% |
| Participant deferral / active EE | $2,032 | $4,836-58.0% | $4,438-54.2% | $6,710-69.7% |
| Admin fee / account holder | $26 | $6,408-99.6% | $5,614-99.5% | $11,403-99.8% |