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 | $23,450 | $183,519-87.2% | $155,509-84.9% | $145,922-83.9% |
| Participation rate | 85.7% | 82.7%+3.0pp | 78.2%+7.5pp | 80.3%+5.4pp |
| Annual return | 14.30% | 61.17%-46.9pp | 64.67%-50.4pp | 561.29%-547.0pp |
| Employer contribution / active EE | $2,811 | $5,313-47.1% | $4,672-39.8% | $4,660-39.7% |
| Participant deferral / active EE | $7,768 | $6,462+20.2% | $5,626+38.1% | $6,688+16.1% |
| Admin fee / account holder | $225 | $19,313-98.8% | $15,912-98.6% | $13,397-98.3% |