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 | $49,413 | $133,958-63.1% | $112,228-56.0% | $134,475-63.3% |
| Participation rate | 88.9% | 78.6%+10.3pp | 75.1%+13.8pp | 81.2%+7.7pp |
| Annual return | -19.15% | 47.11%-66.3pp | 27.45%-46.6pp | 417.96%-437.1pp |
| Employer contribution / active EE | $2,540 | $4,038-37.1% | $3,635-30.1% | $4,740-46.4% |
| Participant deferral / active EE | $5,526 | $5,291+4.4% | $4,728+16.9% | $6,400-13.7% |
| Admin fee / account holder | $24 | $7,489-99.7% | $6,410-99.6% | $11,426-99.8% |