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 | $20,681 | $159,901-87.1% | $146,958-85.9% | $145,922-85.8% |
| Participation rate | 87.5% | 84.0%+3.5pp | 82.2%+5.3pp | 80.3%+7.2pp |
| Annual return | 115.13% | 98.13%+17.0pp | 418.34%-303.2pp | 561.29%-446.2pp |
| Employer contribution / active EE | $4,021 | $5,286-23.9% | $4,933-18.5% | $4,660-13.7% |
| Participant deferral / active EE | $5,119 | $8,428-39.3% | $8,070-36.6% | $6,688-23.5% |
| Admin fee / account holder | $224 | $15,044-98.5% | $12,998-98.3% | $13,397-98.3% |