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 | $24,727 | $183,519-86.5% | $155,509-84.1% | $145,922-83.1% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 21.03% | 61.17%-40.1pp | 64.67%-43.6pp | 561.29%-540.3pp |
| Employer contribution / active EE | $2,069 | $5,313-61.1% | $4,672-55.7% | $4,660-55.6% |
| Participant deferral / active EE | $6,175 | $6,462-4.4% | $5,626+9.8% | $6,688-7.7% |
| Admin fee / account holder | $83 | $19,313-99.6% | $15,912-99.5% | $13,397-99.4% |