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 | $24,609 | $148,534-83.4% | $135,903-81.9% | $139,434-82.4% |
| Participation rate | 85.7% | 83.9%+1.9pp | 81.9%+3.8pp | 80.3%+5.4pp |
| Annual return | 26.81% | 79.19%-52.4pp | 68.23%-41.4pp | 372.94%-346.1pp |
| Employer contribution / active EE | $4,383 | $5,243-16.4% | $4,856-9.7% | $4,751-7.7% |
| Participant deferral / active EE | $8,657 | $8,100+6.9% | $7,758+11.6% | $6,710+29.0% |
| Admin fee / account holder | $18 | $12,400-99.9% | $10,762-99.8% | $11,403-99.8% |