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 | $27,078 | $148,534-81.8% | $135,903-80.1% | $139,434-80.6% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 27.71% | 79.19%-51.5pp | 68.23%-40.5pp | 372.94%-345.2pp |
| Employer contribution / active EE | $5,983 | $5,243+14.1% | $4,856+23.2% | $4,751+25.9% |
| Participant deferral / active EE | $8,225 | $8,100+1.5% | $7,758+6.0% | $6,710+22.6% |
| Admin fee / account holder | $109 | $12,400-99.1% | $10,762-99.0% | $11,403-99.0% |