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 6-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 | $20,404 | $210,648-90.3% | $177,989-88.5% | $145,922-86.0% |
| Participation rate | 80.0% | 80.8%-0.8pp | 77.1%+2.9pp | 80.3%-0.3pp |
| Annual return | 16.41% | 385.86%-369.5pp | 294.48%-278.1pp | 561.29%-544.9pp |
| Employer contribution / active EE | $0 | $4,565-100.0% | $3,949-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $7,104 | $6,958+2.1% | $6,276+13.2% | $6,688+6.2% |
| Admin fee / account holder | $145 | $12,013-98.8% | $10,363-98.6% | $13,397-98.9% |