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 | $13,585 | $111,724-87.8% | $93,606-85.5% | $145,922-90.7% |
| Participation rate | 71.4% | 74.2%-2.8pp | 68.7%+2.7pp | 80.3%-8.8pp |
| Annual return | 14.79% | 202.98%-188.2pp | 133.20%-118.4pp | 561.29%-546.5pp |
| Employer contribution / active EE | $1,267 | $3,090-59.0% | $2,420-47.7% | $4,660-72.8% |
| Participant deferral / active EE | $4,468 | $4,912-9.0% | $4,411+1.3% | $6,688-33.2% |
| Admin fee / account holder | $34 | $10,250-99.7% | $8,285-99.6% | $13,397-99.7% |