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 | $32,432 | $159,901-79.7% | $146,958-77.9% | $145,922-77.8% |
| Participation rate | 85.7% | 84.0%+1.7pp | 82.2%+3.6pp | 80.3%+5.4pp |
| Annual return | 12.64% | 98.13%-85.5pp | 418.34%-405.7pp | 561.29%-548.6pp |
| Employer contribution / active EE | $2,680 | $5,286-49.3% | $4,933-45.7% | $4,660-42.5% |
| Participant deferral / active EE | $5,246 | $8,428-37.8% | $8,070-35.0% | $6,688-21.6% |
| Admin fee / account holder | $45 | $15,044-99.7% | $12,998-99.7% | $13,397-99.7% |