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 | $27,209 | $159,901-83.0% | $146,958-81.5% | $145,922-81.4% |
| Participation rate | 76.2% | 84.0%-7.8pp | 82.2%-6.0pp | 80.3%-4.1pp |
| Annual return | 15.45% | 98.13%-82.7pp | 418.34%-402.9pp | 561.29%-545.8pp |
| Employer contribution / active EE | $4,777 | $5,286-9.6% | $4,933-3.2% | $4,660+2.5% |
| Participant deferral / active EE | $6,296 | $8,428-25.3% | $8,070-22.0% | $6,688-5.8% |
| Admin fee / account holder | $265 | $15,044-98.2% | $12,998-98.0% | $13,397-98.0% |