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 | $31,251 | $159,602-80.4% | $150,045-79.2% | $142,382-78.1% |
| Participation rate | 86.7% | 84.0%+2.7pp | 82.3%+4.3pp | 80.1%+6.5pp |
| Annual return | 25.83% | 70.24%-44.4pp | 62.55%-36.7pp | 217.08%-191.2pp |
| Employer contribution / active EE | $2,754 | $4,961-44.5% | $4,693-41.3% | $4,299-35.9% |
| Participant deferral / active EE | $7,373 | $8,310-11.3% | $7,997-7.8% | $6,507+13.3% |
| Admin fee / account holder | $139 | $14,846-99.1% | $13,435-99.0% | $12,624-98.9% |