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 9-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 | $22,676 | $176,377-87.1% | $134,143-83.1% | $158,922-85.7% |
| Participation rate | 92.9% | 78.7%+14.2pp | 72.2%+20.7pp | 82.0%+10.9pp |
| Annual return | 23.92% | 63.63%-39.7pp | 36.33%-12.4pp | 302.83%-278.9pp |
| Employer contribution / active EE | $623 | $5,040-87.6% | $3,704-83.2% | $4,761-86.9% |
| Participant deferral / active EE | $2,701 | $4,091-34.0% | $3,499-22.8% | $5,982-54.9% |
| Admin fee / account holder | $18 | $8,718-99.8% | $6,684-99.7% | $11,246-99.8% |