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 | $33,120 | $100,773-67.1% | $88,946-62.8% | $142,382-76.7% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.8%+31.2pp | 80.1%+19.9pp |
| Annual return | 21.09% | 70.18%-49.1pp | 57.82%-36.7pp | 217.08%-196.0pp |
| Employer contribution / active EE | $2,036 | $2,918-30.2% | $2,555-20.3% | $4,299-52.6% |
| Participant deferral / active EE | $5,436 | $5,230+3.9% | $4,581+18.7% | $6,507-16.5% |
| Admin fee / account holder | $47 | $9,693-99.5% | $8,261-99.4% | $12,624-99.6% |