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 4-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 | $25,404 | $158,398-84.0% | $126,539-79.9% | $142,382-82.2% |
| Participation rate | 80.0% | 75.8%+4.2pp | 69.8%+10.2pp | 80.1%-0.1pp |
| Annual return | 22.34% | 593.76%-571.4pp | 425.95%-403.6pp | 217.08%-194.7pp |
| Employer contribution / active EE | $2,180 | $4,650-53.1% | $3,674-40.7% | $4,299-49.3% |
| Participant deferral / active EE | $4,924 | $4,767+3.3% | $4,083+20.6% | $6,507-24.3% |
| Admin fee / account holder | $25 | $6,918-99.6% | $6,065-99.6% | $12,624-99.8% |