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 | $26,818 | $183,519-85.4% | $155,509-82.8% | $145,922-81.6% |
| Participation rate | 92.3% | 82.7%+9.6pp | 78.2%+14.1pp | 80.3%+12.0pp |
| Annual return | 15.52% | 61.17%-45.6pp | 64.67%-49.1pp | 561.29%-545.8pp |
| Employer contribution / active EE | $2,171 | $5,313-59.1% | $4,672-53.5% | $4,660-53.4% |
| Participant deferral / active EE | $5,902 | $6,462-8.7% | $5,626+4.9% | $6,688-11.7% |
| Admin fee / account holder | $20 | $19,313-99.9% | $15,912-99.9% | $13,397-99.9% |