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 | $49,200 | $175,202-71.9% | $149,673-67.1% | $139,434-64.7% |
| Participation rate | 87.5% | 83.4%+4.1pp | 78.8%+8.7pp | 80.3%+7.2pp |
| Annual return | 233.76% | 166.71%+67.1pp | 134.42%+99.3pp | 372.94%-139.2pp |
| Employer contribution / active EE | $2,600 | $5,474-52.5% | $4,818-46.0% | $4,751-45.3% |
| Participant deferral / active EE | $6,547 | $6,519+0.4% | $5,680+15.3% | $6,710-2.4% |
| Admin fee / account holder | $4 | $16,150-100.0% | $13,210-100.0% | $11,403-100.0% |