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 | $24,471 | $183,519-86.7% | $155,509-84.3% | $145,922-83.2% |
| Participation rate | 80.0% | 82.7%-2.7pp | 78.2%+1.8pp | 80.3%-0.3pp |
| Annual return | 32.47% | 61.17%-28.7pp | 64.67%-32.2pp | 561.29%-528.8pp |
| Employer contribution / active EE | $1,730 | $5,313-67.4% | $4,672-63.0% | $4,660-62.9% |
| Participant deferral / active EE | $5,543 | $6,462-14.2% | $5,626-1.5% | $6,688-17.1% |
| Admin fee / account holder | $209 | $19,313-98.9% | $15,912-98.7% | $13,397-98.4% |