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 | $24,493 | $159,602-84.7% | $150,045-83.7% | $142,382-82.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 43.29% | 70.24%-26.9pp | 62.55%-19.3pp | 217.08%-173.8pp |
| Employer contribution / active EE | $2,771 | $4,961-44.1% | $4,693-41.0% | $4,299-35.6% |
| Participant deferral / active EE | $3,446 | $8,310-58.5% | $7,997-56.9% | $6,507-47.0% |
| Admin fee / account holder | $153 | $14,846-99.0% | $13,435-98.9% | $12,624-98.8% |