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 7-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 | $26,765 | $159,901-83.3% | $146,958-81.8% | $145,922-81.7% |
| Participation rate | 70.0% | 84.0%-14.0pp | 82.2%-12.2pp | 80.3%-10.3pp |
| Annual return | 16.41% | 98.13%-81.7pp | 418.34%-401.9pp | 561.29%-544.9pp |
| Employer contribution / active EE | $2,209 | $5,286-58.2% | $4,933-55.2% | $4,660-52.6% |
| Participant deferral / active EE | $3,457 | $8,428-59.0% | $8,070-57.2% | $6,688-48.3% |
| Admin fee / account holder | $198 | $15,044-98.7% | $12,998-98.5% | $13,397-98.5% |