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 | $21,800 | $74,888-70.9% | $71,209-69.4% | $142,382-84.7% |
| Participation rate | 92.3% | 76.2%+16.1pp | 73.8%+18.6pp | 80.1%+12.2pp |
| Annual return | 21.36% | 345.14%-323.8pp | 282.51%-261.2pp | 217.08%-195.7pp |
| Employer contribution / active EE | $1,936 | $2,854-32.2% | $2,721-28.9% | $4,299-55.0% |
| Participant deferral / active EE | $4,195 | $4,454-5.8% | $4,175+0.5% | $6,507-35.5% |
| Admin fee / account holder | $36 | $5,568-99.4% | $5,349-99.3% | $12,624-99.7% |