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 | $23,523 | $159,901-85.3% | $146,958-84.0% | $145,922-83.9% |
| Participation rate | 93.8% | 84.0%+9.8pp | 82.2%+11.6pp | 80.3%+13.5pp |
| Annual return | 33.93% | 98.13%-64.2pp | 418.34%-384.4pp | 561.29%-527.4pp |
| Employer contribution / active EE | $5,387 | $5,286+1.9% | $4,933+9.2% | $4,660+15.6% |
| Participant deferral / active EE | $10,975 | $8,428+30.2% | $8,070+36.0% | $6,688+64.1% |
| Admin fee / account holder | $78 | $15,044-99.5% | $12,998-99.4% | $13,397-99.4% |