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 | $24,932 | $72,400-65.6% | $67,502-63.1% | $145,922-82.9% |
| Participation rate | 71.4% | 76.9%-5.4pp | 72.9%-1.4pp | 80.3%-8.8pp |
| Annual return | 21.42% | 7182.46%-7161.0pp | 3512.12%-3490.7pp | 561.29%-539.9pp |
| Employer contribution / active EE | $2,539 | $3,069-17.3% | $2,731-7.0% | $4,660-45.5% |
| Participant deferral / active EE | $4,656 | $4,783-2.7% | $4,000+16.4% | $6,688-30.4% |
| Admin fee / account holder | $192 | $5,539-96.5% | $3,998-95.2% | $13,397-98.6% |