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 | $18,771 | $183,519-89.8% | $155,509-87.9% | $145,922-87.1% |
| Participation rate | 80.0% | 82.7%-2.7pp | 78.2%+1.8pp | 80.3%-0.3pp |
| Annual return | 16.12% | 61.17%-45.0pp | 64.67%-48.5pp | 561.29%-545.2pp |
| Employer contribution / active EE | $2,812 | $5,313-47.1% | $4,672-39.8% | $4,660-39.6% |
| Participant deferral / active EE | $4,910 | $6,462-24.0% | $5,626-12.7% | $6,688-26.6% |
| Admin fee / account holder | $77 | $19,313-99.6% | $15,912-99.5% | $13,397-99.4% |