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 3-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 | $25,890 | $111,724-76.8% | $93,606-72.3% | $145,922-82.3% |
| Participation rate | 71.4% | 74.2%-2.8pp | 68.7%+2.7pp | 80.3%-8.8pp |
| Annual return | 19.05% | 202.98%-183.9pp | 133.20%-114.1pp | 561.29%-542.2pp |
| Employer contribution / active EE | $2,077 | $3,090-32.8% | $2,420-14.1% | $4,660-55.4% |
| Participant deferral / active EE | $7,619 | $4,912+55.1% | $4,411+72.7% | $6,688+13.9% |
| Admin fee / account holder | $131 | $10,250-98.7% | $8,285-98.4% | $13,397-99.0% |