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 | $25,035 | $115,770-78.4% | $101,248-75.3% | $158,922-84.2% |
| Participation rate | 75.0% | 79.4%-4.4pp | 75.8%-0.8pp | 82.0%-7.0pp |
| Annual return | 28.47% | 56.14%-27.7pp | 46.47%-18.0pp | 302.83%-274.4pp |
| Employer contribution / active EE | $1,811 | $4,175-56.6% | $3,660-50.5% | $4,761-62.0% |
| Participant deferral / active EE | $6,745 | $4,957+36.1% | $4,370+54.3% | $5,982+12.8% |
| Admin fee / account holder | $177 | $7,245-97.6% | $5,945-97.0% | $11,246-98.4% |