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 | $21,578 | $159,901-86.5% | $146,958-85.3% | $145,922-85.2% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.2%-7.2pp | 80.3%-5.3pp |
| Annual return | 25.49% | 98.13%-72.6pp | 418.34%-392.8pp | 561.29%-535.8pp |
| Employer contribution / active EE | $2,694 | $5,286-49.0% | $4,933-45.4% | $4,660-42.2% |
| Participant deferral / active EE | $5,164 | $8,428-38.7% | $8,070-36.0% | $6,688-22.8% |
| Admin fee / account holder | $182 | $15,044-98.8% | $12,998-98.6% | $13,397-98.6% |