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 4-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 | $30,336 | $148,534-79.6% | $135,903-77.7% | $139,434-78.2% |
| Participation rate | 88.9% | 83.9%+5.0pp | 81.9%+7.0pp | 80.3%+8.6pp |
| Annual return | 27.06% | 79.19%-52.1pp | 68.23%-41.2pp | 372.94%-345.9pp |
| Employer contribution / active EE | $5,755 | $5,243+9.8% | $4,856+18.5% | $4,751+21.1% |
| Participant deferral / active EE | $7,799 | $8,100-3.7% | $7,758+0.5% | $6,710+16.2% |
| Admin fee / account holder | $280 | $12,400-97.7% | $10,762-97.4% | $11,403-97.5% |