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 | $29,702 | $183,519-83.8% | $155,509-80.9% | $145,922-79.6% |
| Participation rate | 80.0% | 82.7%-2.7pp | 78.2%+1.8pp | 80.3%-0.3pp |
| Annual return | 16.07% | 61.17%-45.1pp | 64.67%-48.6pp | 561.29%-545.2pp |
| Employer contribution / active EE | $3,604 | $5,313-32.2% | $4,672-22.9% | $4,660-22.6% |
| Participant deferral / active EE | $4,982 | $6,462-22.9% | $5,626-11.5% | $6,688-25.5% |
| Admin fee / account holder | $113 | $19,313-99.4% | $15,912-99.3% | $13,397-99.2% |