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 | $29,827 | $165,984-82.0% | $164,813-81.9% | $145,922-79.6% |
| Participation rate | 88.2% | 82.0%+6.2pp | 78.6%+9.6pp | 80.3%+8.0pp |
| Annual return | 26.20% | 100.03%-73.8pp | 69.93%-43.7pp | 561.29%-535.1pp |
| Employer contribution / active EE | $2,657 | $5,273-49.6% | $4,341-38.8% | $4,660-43.0% |
| Participant deferral / active EE | $6,029 | $6,959-13.4% | $6,0310% | $6,688-9.9% |
| Admin fee / account holder | $53 | $16,648-99.7% | $12,690-99.6% | $13,397-99.6% |