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 | $29,442 | $183,519-84.0% | $155,509-81.1% | $145,922-79.8% |
| Participation rate | 87.5% | 82.7%+4.8pp | 78.2%+9.3pp | 80.3%+7.2pp |
| Annual return | 14.32% | 61.17%-46.8pp | 64.67%-50.3pp | 561.29%-547.0pp |
| Employer contribution / active EE | $2,135 | $5,313-59.8% | $4,672-54.3% | $4,660-54.2% |
| Participant deferral / active EE | $6,213 | $6,462-3.9% | $5,626+10.4% | $6,688-7.1% |
| Admin fee / account holder | $205 | $19,313-98.9% | $15,912-98.7% | $13,397-98.5% |