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 4-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 | $25,288 | $183,519-86.2% | $155,509-83.7% | $145,922-82.7% |
| Participation rate | 85.7% | 82.7%+3.0pp | 78.2%+7.5pp | 80.3%+5.4pp |
| Annual return | 28.95% | 61.17%-32.2pp | 64.67%-35.7pp | 561.29%-532.3pp |
| Employer contribution / active EE | $1,708 | $5,313-67.9% | $4,672-63.5% | $4,660-63.4% |
| Participant deferral / active EE | $4,171 | $6,462-35.5% | $5,626-25.9% | $6,688-37.6% |
| Admin fee / account holder | $37 | $19,313-99.8% | $15,912-99.8% | $13,397-99.7% |