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 6-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 | $28,957 | $159,901-81.9% | $146,958-80.3% | $145,922-80.2% |
| Participation rate | 71.4% | 84.0%-12.6pp | 82.2%-10.7pp | 80.3%-8.8pp |
| Annual return | 14.11% | 98.13%-84.0pp | 418.34%-404.2pp | 561.29%-547.2pp |
| Employer contribution / active EE | $1,699 | $5,286-67.9% | $4,933-65.5% | $4,660-63.5% |
| Participant deferral / active EE | $5,970 | $8,428-29.2% | $8,070-26.0% | $6,688-10.7% |
| Admin fee / account holder | $126 | $15,044-99.2% | $12,998-99.0% | $13,397-99.1% |