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 | $27,595 | $159,602-82.7% | $150,045-81.6% | $142,382-80.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 17.51% | 70.24%-52.7pp | 62.55%-45.0pp | 217.08%-199.6pp |
| Employer contribution / active EE | $1,847 | $4,961-62.8% | $4,693-60.6% | $4,299-57.0% |
| Participant deferral / active EE | $2,995 | $8,310-64.0% | $7,997-62.5% | $6,507-54.0% |
| Admin fee / account holder | $180 | $14,846-98.8% | $13,435-98.7% | $12,624-98.6% |