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 3-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 | $24,707 | $159,901-84.5% | $146,958-83.2% | $145,922-83.1% |
| Participation rate | 72.7% | 84.0%-11.3pp | 82.2%-9.4pp | 80.3%-7.5pp |
| Annual return | 15.72% | 98.13%-82.4pp | 418.34%-402.6pp | 561.29%-545.6pp |
| Employer contribution / active EE | $2,004 | $5,286-62.1% | $4,933-59.4% | $4,660-57.0% |
| Participant deferral / active EE | $4,902 | $8,428-41.8% | $8,070-39.3% | $6,688-26.7% |
| Admin fee / account holder | $261 | $15,044-98.3% | $12,998-98.0% | $13,397-98.0% |