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 | $52,624 | $159,901-67.1% | $146,958-64.2% | $145,922-63.9% |
| Participation rate | 92.3% | 84.0%+8.3pp | 82.2%+10.2pp | 80.3%+12.0pp |
| Annual return | 15.20% | 98.13%-82.9pp | 418.34%-403.1pp | 561.29%-546.1pp |
| Employer contribution / active EE | $9,000 | $5,286+70.3% | $4,933+82.4% | $4,660+93.1% |
| Participant deferral / active EE | $5,629 | $8,428-33.2% | $8,070-30.2% | $6,688-15.8% |
| Admin fee / account holder | $52 | $15,044-99.7% | $12,998-99.6% | $13,397-99.6% |