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 | $27,164 | $100,773-73.0% | $88,946-69.5% | $142,382-80.9% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.8%+31.2pp | 80.1%+19.9pp |
| Annual return | 14.88% | 70.18%-55.3pp | 57.82%-42.9pp | 217.08%-202.2pp |
| Employer contribution / active EE | $2,463 | $2,918-15.6% | $2,555-3.6% | $4,299-42.7% |
| Participant deferral / active EE | $1,490 | $5,230-71.5% | $4,581-67.5% | $6,507-77.1% |
| Admin fee / account holder | $46 | $9,693-99.5% | $8,261-99.4% | $12,624-99.6% |