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 | $31,569 | $159,901-80.3% | $146,958-78.5% | $145,922-78.4% |
| Participation rate | 83.3% | 84.0%-0.7pp | 82.2%+1.2pp | 80.3%+3.1pp |
| Annual return | 12.84% | 98.13%-85.3pp | 418.34%-405.5pp | 561.29%-548.4pp |
| Employer contribution / active EE | $1,053 | $5,286-80.1% | $4,933-78.7% | $4,660-77.4% |
| Participant deferral / active EE | $4,724 | $8,428-43.9% | $8,070-41.5% | $6,688-29.4% |
| Admin fee / account holder | $142 | $15,044-99.1% | $12,998-98.9% | $13,397-98.9% |