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 | $28,922 | $88,751-67.4% | $81,812-64.6% | $145,922-80.2% |
| Participation rate | 84.6% | 75.0%+9.6pp | 72.3%+12.3pp | 80.3%+4.3pp |
| Annual return | 14.55% | 1025.40%-1010.8pp | 773.79%-759.2pp | 561.29%-546.7pp |
| Employer contribution / active EE | $1,453 | $3,083-52.9% | $2,912-50.1% | $4,660-68.8% |
| Participant deferral / active EE | $5,225 | $4,643+12.5% | $4,319+21.0% | $6,688-21.9% |
| Admin fee / account holder | $229 | $8,415-97.3% | $7,386-96.9% | $13,397-98.3% |