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 | $26,214 | $70,606-62.9% | $53,898-51.4% | $142,382-81.6% |
| Participation rate | 88.9% | 63.7%+25.2pp | 55.0%+33.9pp | 80.1%+8.8pp |
| Annual return | 21.70% | 619.81%-598.1pp | 528.60%-506.9pp | 217.08%-195.4pp |
| Employer contribution / active EE | $2,917 | $1,202+142.7% | $932+213.0% | $4,299-32.1% |
| Participant deferral / active EE | $4,753 | $2,364+101.0% | $1,826+160.2% | $6,507-27.0% |
| Admin fee / account holder | $55 | $2,852-98.1% | $2,491-97.8% | $12,624-99.6% |