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 | $18,861 | $159,901-88.2% | $146,958-87.2% | $145,922-87.1% |
| Participation rate | 83.3% | 84.0%-0.7pp | 82.2%+1.2pp | 80.3%+3.1pp |
| Annual return | 23.25% | 98.13%-74.9pp | 418.34%-395.1pp | 561.29%-538.0pp |
| Employer contribution / active EE | $2,347 | $5,286-55.6% | $4,933-52.4% | $4,660-49.6% |
| Participant deferral / active EE | $5,769 | $8,428-31.6% | $8,070-28.5% | $6,688-13.7% |
| Admin fee / account holder | $165 | $15,044-98.9% | $12,998-98.7% | $13,397-98.8% |