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 | $20,289 | $175,202-88.4% | $149,673-86.4% | $139,434-85.4% |
| Participation rate | 85.7% | 83.4%+2.3pp | 78.8%+6.9pp | 80.3%+5.4pp |
| Annual return | 21.23% | 166.71%-145.5pp | 134.42%-113.2pp | 372.94%-351.7pp |
| Employer contribution / active EE | $1,688 | $5,474-69.2% | $4,818-65.0% | $4,751-64.5% |
| Participant deferral / active EE | $2,892 | $6,519-55.6% | $5,680-49.1% | $6,710-56.9% |
| Admin fee / account holder | $36 | $16,150-99.8% | $13,210-99.7% | $11,403-99.7% |