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 | $24,499 | $158,398-84.5% | $126,539-80.6% | $142,382-82.8% |
| Participation rate | 83.3% | 75.8%+7.5pp | 69.8%+13.5pp | 80.1%+3.2pp |
| Annual return | 66.34% | 593.76%-527.4pp | 425.95%-359.6pp | 217.08%-150.7pp |
| Employer contribution / active EE | $1,261 | $4,650-72.9% | $3,674-65.7% | $4,299-70.7% |
| Participant deferral / active EE | $3,301 | $4,767-30.8% | $4,083-19.1% | $6,507-49.3% |
| Admin fee / account holder | $110 | $6,918-98.4% | $6,065-98.2% | $12,624-99.1% |