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 | $27,130 | $148,534-81.7% | $135,903-80.0% | $139,434-80.5% |
| Participation rate | 91.7% | 83.9%+7.8pp | 81.9%+9.8pp | 80.3%+11.3pp |
| Annual return | 31.22% | 79.19%-48.0pp | 68.23%-37.0pp | 372.94%-341.7pp |
| Employer contribution / active EE | $3,425 | $5,243-34.7% | $4,856-29.5% | $4,751-27.9% |
| Participant deferral / active EE | $8,332 | $8,100+2.9% | $7,758+7.4% | $6,710+24.2% |
| Admin fee / account holder | $237 | $12,400-98.1% | $10,762-97.8% | $11,403-97.9% |