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 | $28,895 | $117,841-75.5% | $102,423-71.8% | $145,922-80.2% |
| Participation rate | 88.9% | 78.6%+10.3pp | 76.5%+12.4pp | 80.3%+8.6pp |
| Annual return | 36.02% | 31.65%+4.4pp | 29.32%+6.7pp | 561.29%-525.3pp |
| Employer contribution / active EE | $1,925 | $3,615-46.7% | $3,023-36.3% | $4,660-58.7% |
| Participant deferral / active EE | $10,673 | $5,731+86.2% | $5,053+111.2% | $6,688+59.6% |
| Admin fee / account holder | $21 | $13,326-99.8% | $9,451-99.8% | $13,397-99.8% |