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 | $23,197 | $115,770-80.0% | $101,248-77.1% | $158,922-85.4% |
| Participation rate | 86.7% | 79.4%+7.3pp | 75.8%+10.9pp | 82.0%+4.7pp |
| Annual return | 18.21% | 56.14%-37.9pp | 46.47%-28.3pp | 302.83%-284.6pp |
| Employer contribution / active EE | $1,780 | $4,175-57.4% | $3,660-51.4% | $4,761-62.6% |
| Participant deferral / active EE | $3,798 | $4,957-23.4% | $4,370-13.1% | $5,982-36.5% |
| Admin fee / account holder | $5 | $7,245-99.9% | $5,945-99.9% | $11,246-100.0% |