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 | $44,096 | $159,901-72.4% | $146,958-70.0% | $145,922-69.8% |
| Participation rate | 80.0% | 84.0%-4.0pp | 82.2%-2.2pp | 80.3%-0.3pp |
| Annual return | 15.42% | 98.13%-82.7pp | 418.34%-402.9pp | 561.29%-545.9pp |
| Employer contribution / active EE | $2,659 | $5,286-49.7% | $4,933-46.1% | $4,660-42.9% |
| Participant deferral / active EE | $6,184 | $8,428-26.6% | $8,070-23.4% | $6,688-7.5% |
| Admin fee / account holder | $259 | $15,044-98.3% | $12,998-98.0% | $13,397-98.1% |