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 | $22,284 | $183,519-87.9% | $155,509-85.7% | $145,922-84.7% |
| Participation rate | 75.0% | 82.7%-7.7pp | 78.2%-3.2pp | 80.3%-5.3pp |
| Annual return | 14.80% | 61.17%-46.4pp | 64.67%-49.9pp | 561.29%-546.5pp |
| Employer contribution / active EE | $2,100 | $5,313-60.5% | $4,672-55.0% | $4,660-54.9% |
| Participant deferral / active EE | $5,178 | $6,462-19.9% | $5,626-8.0% | $6,688-22.6% |
| Admin fee / account holder | $130 | $19,313-99.3% | $15,912-99.2% | $13,397-99.0% |