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 6-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 | $45,657 | $148,534-69.3% | $135,903-66.4% | $139,434-67.3% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 34.43% | 79.19%-44.8pp | 68.23%-33.8pp | 372.94%-338.5pp |
| Employer contribution / active EE | $5,125 | $5,243-2.3% | $4,856+5.5% | $4,751+7.9% |
| Participant deferral / active EE | $11,619 | $8,100+43.4% | $7,758+49.8% | $6,710+73.2% |
| Admin fee / account holder | $63 | $12,400-99.5% | $10,762-99.4% | $11,403-99.5% |