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 | $35,047 | $107,334-67.3% | $92,893-62.3% | $152,861-77.1% |
| Participation rate | 80.0% | 79.8%+0.2pp | 76.0%+4.0pp | 82.4%-2.4pp |
| Annual return | 26.09% | 145.58%-119.5pp | 109.41%-83.3pp | 345.32%-319.2pp |
| Employer contribution / active EE | $5,038 | $4,221+19.4% | $3,653+37.9% | $4,762+5.8% |
| Participant deferral / active EE | $7,343 | $4,845+51.6% | $4,236+73.3% | $5,850+25.5% |
| Admin fee / account holder | $0 | $7,079-100.0% | $5,794-100.0% | $11,596-100.0% |