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 | $18,660 | $148,534-87.4% | $135,903-86.3% | $139,434-86.6% |
| Participation rate | 87.5% | 83.9%+3.6pp | 81.9%+5.6pp | 80.3%+7.2pp |
| Annual return | 33.82% | 79.19%-45.4pp | 68.23%-34.4pp | 372.94%-339.1pp |
| Employer contribution / active EE | $4,030 | $5,243-23.1% | $4,856-17.0% | $4,751-15.2% |
| Participant deferral / active EE | $6,045 | $8,100-25.4% | $7,758-22.1% | $6,710-9.9% |
| Admin fee / account holder | $22 | $12,400-99.8% | $10,762-99.8% | $11,403-99.8% |