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 10-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 | $38,345 | $154,117-75.1% | $129,995-70.5% | $139,434-72.5% |
| Participation rate | 87.5% | 82.0%+5.5pp | 78.5%+9.0pp | 80.3%+7.2pp |
| Annual return | 37.55% | 32.48%+5.1pp | -137.18%+174.7pp | 372.94%-335.4pp |
| Employer contribution / active EE | $5,172 | $5,289-2.2% | $4,320+19.7% | $4,751+8.9% |
| Participant deferral / active EE | $2,096 | $6,710-68.8% | $5,820-64.0% | $6,710-68.8% |
| Admin fee / account holder | $243 | $14,007-98.3% | $10,614-97.7% | $11,403-97.9% |