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 | $28,136 | $177,572-84.2% | $154,803-81.8% | $142,382-80.2% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 19.49% | 65.07%-45.6pp | 58.88%-39.4pp | 217.08%-197.6pp |
| Employer contribution / active EE | $2,420 | $4,810-49.7% | $4,305-43.8% | $4,299-43.7% |
| Participant deferral / active EE | $6,297 | $6,272+0.4% | $5,540+13.6% | $6,507-3.2% |
| Admin fee / account holder | $76 | $16,786-99.5% | $14,329-99.5% | $12,624-99.4% |