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 | $19,237 | $148,534-87.0% | $135,903-85.8% | $139,434-86.2% |
| Participation rate | 93.3% | 83.9%+9.5pp | 81.9%+11.4pp | 80.3%+13.0pp |
| Annual return | 25.33% | 79.19%-53.9pp | 68.23%-42.9pp | 372.94%-347.6pp |
| Employer contribution / active EE | $2,875 | $5,243-45.2% | $4,856-40.8% | $4,751-39.5% |
| Participant deferral / active EE | $5,623 | $8,100-30.6% | $7,758-27.5% | $6,710-16.2% |
| Admin fee / account holder | $20 | $12,400-99.8% | $10,762-99.8% | $11,403-99.8% |