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 | $13,080 | $177,572-92.6% | $154,803-91.6% | $142,382-90.8% |
| Participation rate | 95.2% | 82.1%+13.2pp | 78.1%+17.2pp | 80.1%+15.1pp |
| Annual return | 25.22% | 65.07%-39.9pp | 58.88%-33.7pp | 217.08%-191.9pp |
| Employer contribution / active EE | $2,049 | $4,810-57.4% | $4,305-52.4% | $4,299-52.3% |
| Participant deferral / active EE | $3,086 | $6,272-50.8% | $5,540-44.3% | $6,507-52.6% |
| Admin fee / account holder | $91 | $16,786-99.5% | $14,329-99.4% | $12,624-99.3% |