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 | $35,641 | $114,381-68.8% | $107,525-66.9% | $142,382-75.0% |
| Participation rate | 83.3% | 78.1%+5.2pp | 75.1%+8.3pp | 80.1%+3.2pp |
| Annual return | 23.34% | 242.71%-219.4pp | 181.32%-158.0pp | 217.08%-193.7pp |
| Employer contribution / active EE | $1,332 | $4,015-66.8% | $3,754-64.5% | $4,299-69.0% |
| Participant deferral / active EE | $11,064 | $5,564+98.8% | $5,116+116.3% | $6,507+70.0% |
| Admin fee / account holder | $250 | $9,860-97.5% | $8,919-97.2% | $12,624-98.0% |