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 3-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 | $31,232 | $159,901-80.5% | $146,958-78.7% | $145,922-78.6% |
| Participation rate | 85.7% | 84.0%+1.7pp | 82.2%+3.6pp | 80.3%+5.4pp |
| Annual return | 15.30% | 98.13%-82.8pp | 418.34%-403.0pp | 561.29%-546.0pp |
| Employer contribution / active EE | $1,862 | $5,286-64.8% | $4,933-62.3% | $4,660-60.0% |
| Participant deferral / active EE | $5,196 | $8,428-38.4% | $8,070-35.6% | $6,688-22.3% |
| Admin fee / account holder | $38 | $15,044-99.7% | $12,998-99.7% | $13,397-99.7% |