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 | $43,865 | $159,901-72.6% | $146,958-70.2% | $145,922-69.9% |
| Participation rate | 83.3% | 84.0%-0.7pp | 82.2%+1.2pp | 80.3%+3.1pp |
| Annual return | 19.08% | 98.13%-79.1pp | 418.34%-399.3pp | 561.29%-542.2pp |
| Employer contribution / active EE | $2,453 | $5,286-53.6% | $4,933-50.3% | $4,660-47.4% |
| Participant deferral / active EE | $9,679 | $8,428+14.8% | $8,070+19.9% | $6,688+44.7% |
| Admin fee / account holder | $55 | $15,044-99.6% | $12,998-99.6% | $13,397-99.6% |