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 | $27,685 | $227,553-87.8% | $189,557-85.4% | $167,490-83.5% |
| Participation rate | 85.0% | 82.5%+2.5pp | 78.4%+6.6pp | 82.1%+2.9pp |
| Annual return | 28.93% | 78.40%-49.5pp | 64.17%-35.2pp | 478.56%-449.6pp |
| Employer contribution / active EE | $2,979 | $5,316-44.0% | $4,412-32.5% | $4,837-38.4% |
| Participant deferral / active EE | $8,070 | $7,002+15.3% | $6,174+30.7% | $6,341+27.3% |
| Admin fee / account holder | $235 | $11,878-98.0% | $9,807-97.6% | $12,309-98.1% |