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 | $32,225 | $148,534-78.3% | $135,903-76.3% | $139,434-76.9% |
| Participation rate | 90.9% | 83.9%+7.1pp | 81.9%+9.0pp | 80.3%+10.6pp |
| Annual return | 30.67% | 79.19%-48.5pp | 68.23%-37.6pp | 372.94%-342.3pp |
| Employer contribution / active EE | $3,956 | $5,243-24.5% | $4,856-18.5% | $4,751-16.7% |
| Participant deferral / active EE | $7,047 | $8,100-13.0% | $7,758-9.2% | $6,710+5.0% |
| Admin fee / account holder | $34 | $12,400-99.7% | $10,762-99.7% | $11,403-99.7% |