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 8-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 | $32,989 | $138,065-76.1% | $123,544-73.3% | $135,375-75.6% |
| Participation rate | 75.0% | 84.7%-9.7pp | 82.3%-7.3pp | 82.6%-7.6pp |
| Annual return | 50.56% | 153.68%-103.1pp | 119.20%-68.6pp | 519.73%-469.2pp |
| Employer contribution / active EE | $5,385 | $5,151+4.5% | $4,628+16.4% | $4,779+12.7% |
| Participant deferral / active EE | $5,510 | $6,799-19.0% | $6,426-14.3% | $5,609-1.8% |
| Admin fee / account holder | $126 | $10,916-98.8% | $9,284-98.6% | $10,827-98.8% |