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 | $20,182 | $148,534-86.4% | $135,903-85.1% | $139,434-85.5% |
| Participation rate | 85.7% | 83.9%+1.9pp | 81.9%+3.8pp | 80.3%+5.4pp |
| Annual return | 101.47% | 79.19%+22.3pp | 68.23%+33.2pp | 372.94%-271.5pp |
| Employer contribution / active EE | $6,754 | $5,243+28.8% | $4,856+39.1% | $4,751+42.2% |
| Participant deferral / active EE | $9,924 | $8,100+22.5% | $7,758+27.9% | $6,710+47.9% |
| Admin fee / account holder | $29 | $12,400-99.8% | $10,762-99.7% | $11,403-99.7% |