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 | $27,988 | $183,519-84.7% | $155,509-82.0% | $145,922-80.8% |
| Participation rate | 85.7% | 82.7%+3.0pp | 78.2%+7.5pp | 80.3%+5.4pp |
| Annual return | 11.47% | 61.17%-49.7pp | 64.67%-53.2pp | 561.29%-549.8pp |
| Employer contribution / active EE | $2,543 | $5,313-52.1% | $4,672-45.6% | $4,660-45.4% |
| Participant deferral / active EE | $4,792 | $6,462-25.8% | $5,626-14.8% | $6,688-28.3% |
| Admin fee / account holder | $243 | $19,313-98.7% | $15,912-98.5% | $13,397-98.2% |