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 | $27,222 | $159,901-83.0% | $146,958-81.5% | $145,922-81.3% |
| Participation rate | 95.5% | 84.0%+11.5pp | 82.2%+13.3pp | 80.3%+15.2pp |
| Annual return | 295.11% | 98.13%+197.0pp | 418.34%-123.2pp | 561.29%-266.2pp |
| Employer contribution / active EE | $5,800 | $5,286+9.7% | $4,933+17.6% | $4,660+24.5% |
| Participant deferral / active EE | $13,260 | $8,428+57.3% | $8,070+64.3% | $6,688+98.3% |
| Admin fee / account holder | $95 | $15,044-99.4% | $12,998-99.3% | $13,397-99.3% |