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 | $23,590 | $183,519-87.1% | $155,509-84.8% | $145,922-83.8% |
| Participation rate | 80.0% | 82.7%-2.7pp | 78.2%+1.8pp | 80.3%-0.3pp |
| Annual return | 11.80% | 61.17%-49.4pp | 64.67%-52.9pp | 561.29%-549.5pp |
| Employer contribution / active EE | $1,873 | $5,313-64.8% | $4,672-59.9% | $4,660-59.8% |
| Participant deferral / active EE | $4,876 | $6,462-24.5% | $5,626-13.3% | $6,688-27.1% |
| Admin fee / account holder | $229 | $19,313-98.8% | $15,912-98.6% | $13,397-98.3% |