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 | $22,426 | $175,202-87.2% | $149,673-85.0% | $139,434-83.9% |
| Participation rate | 75.0% | 83.4%-8.4pp | 78.8%-3.8pp | 80.3%-5.3pp |
| Annual return | 32.04% | 166.71%-134.7pp | 134.42%-102.4pp | 372.94%-340.9pp |
| Employer contribution / active EE | $6,272 | $5,474+14.6% | $4,818+30.2% | $4,751+32.0% |
| Participant deferral / active EE | $5,514 | $6,519-15.4% | $5,680-2.9% | $6,710-17.8% |
| Admin fee / account holder | $9 | $16,150-99.9% | $13,210-99.9% | $11,403-99.9% |