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 | $41,270 | $159,901-74.2% | $146,958-71.9% | $145,922-71.7% |
| Participation rate | 83.3% | 84.0%-0.7pp | 82.2%+1.2pp | 80.3%+3.1pp |
| Annual return | 20.83% | 98.13%-77.3pp | 418.34%-397.5pp | 561.29%-540.5pp |
| Employer contribution / active EE | $1,173 | $5,286-77.8% | $4,933-76.2% | $4,660-74.8% |
| Participant deferral / active EE | $8,161 | $8,428-3.2% | $8,070+1.1% | $6,688+22.0% |
| Admin fee / account holder | $54 | $15,044-99.6% | $12,998-99.6% | $13,397-99.6% |