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 | $34,284 | $177,572-80.7% | $154,803-77.9% | $142,382-75.9% |
| Participation rate | 93.3% | 82.1%+11.3pp | 78.1%+15.3pp | 80.1%+13.2pp |
| Annual return | 22.39% | 65.07%-42.7pp | 58.88%-36.5pp | 217.08%-194.7pp |
| Employer contribution / active EE | $2,888 | $4,810-40.0% | $4,305-32.9% | $4,299-32.8% |
| Participant deferral / active EE | $5,280 | $6,272-15.8% | $5,540-4.7% | $6,507-18.9% |
| Admin fee / account holder | $231 | $16,786-98.6% | $14,329-98.4% | $12,624-98.2% |