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 9-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 | $25,971 | $105,998-75.5% | $92,233-71.8% | $147,584-82.4% |
| Participation rate | 77.8% | 80.4%-2.6pp | 76.5%+1.3pp | 82.8%-5.1pp |
| Annual return | 25.56% | 50.05%-24.5pp | 176.28%-150.7pp | 578.55%-553.0pp |
| Employer contribution / active EE | $3,897 | $4,333-10.1% | $3,679+5.9% | $4,876-20.1% |
| Participant deferral / active EE | $3,929 | $4,478-12.2% | $3,897+0.8% | $5,439-27.8% |
| Admin fee / account holder | $127 | $6,332-98.0% | $5,194-97.6% | $10,885-98.8% |