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 5-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 | $18,317 | $159,901-88.5% | $146,958-87.5% | $145,922-87.4% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.2%-7.2pp | 80.3%-5.3pp |
| Annual return | 23.46% | 98.13%-74.7pp | 418.34%-394.9pp | 561.29%-537.8pp |
| Employer contribution / active EE | $1,674 | $5,286-68.3% | $4,933-66.1% | $4,660-64.1% |
| Participant deferral / active EE | $6,825 | $8,428-19.0% | $8,070-15.4% | $6,688+2.1% |
| Admin fee / account holder | $220 | $15,044-98.5% | $12,998-98.3% | $13,397-98.4% |