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 | $15,831 | $109,982-85.6% | $97,226-83.7% | $145,922-89.2% |
| Participation rate | 75.0% | 75.9%-0.9pp | 72.7%+2.3pp | 80.3%-5.3pp |
| Annual return | 25.80% | 242.90%-217.1pp | 75.13%-49.3pp | 561.29%-535.5pp |
| Employer contribution / active EE | $2,741 | $3,084-11.1% | $2,729+0.4% | $4,660-41.2% |
| Participant deferral / active EE | $3,001 | $4,676-35.8% | $4,264-29.6% | $6,688-55.1% |
| Admin fee / account holder | $19 | $6,221-99.7% | $5,654-99.7% | $13,397-99.9% |