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 | $44,456 | $159,901-72.2% | $146,958-69.7% | $145,922-69.5% |
| Participation rate | 71.4% | 84.0%-12.6pp | 82.2%-10.7pp | 80.3%-8.8pp |
| Annual return | 14.65% | 98.13%-83.5pp | 418.34%-403.7pp | 561.29%-546.6pp |
| Employer contribution / active EE | $5,227 | $5,286-1.1% | $4,933+6.0% | $4,660+12.2% |
| Participant deferral / active EE | $4,518 | $8,428-46.4% | $8,070-44.0% | $6,688-32.4% |
| Admin fee / account holder | $189 | $15,044-98.7% | $12,998-98.5% | $13,397-98.6% |