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 | $18,118 | $159,901-88.7% | $146,958-87.7% | $145,922-87.6% |
| Participation rate | 84.6% | 84.0%+0.6pp | 82.2%+2.5pp | 80.3%+4.3pp |
| Annual return | 13.59% | 98.13%-84.5pp | 418.34%-404.7pp | 561.29%-547.7pp |
| Employer contribution / active EE | $2,673 | $5,286-49.4% | $4,933-45.8% | $4,660-42.6% |
| Participant deferral / active EE | $3,502 | $8,428-58.5% | $8,070-56.6% | $6,688-47.6% |
| Admin fee / account holder | $66 | $15,044-99.6% | $12,998-99.5% | $13,397-99.5% |