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 | $42,580 | $175,202-75.7% | $149,673-71.6% | $139,434-69.5% |
| Participation rate | 90.9% | 83.4%+7.5pp | 78.8%+12.1pp | 80.3%+10.6pp |
| Annual return | 28.74% | 166.71%-138.0pp | 134.42%-105.7pp | 372.94%-344.2pp |
| Employer contribution / active EE | $2,609 | $5,474-52.3% | $4,818-45.8% | $4,751-45.1% |
| Participant deferral / active EE | $5,504 | $6,519-15.6% | $5,680-3.1% | $6,710-18.0% |
| Admin fee / account holder | $20 | $16,150-99.9% | $13,210-99.9% | $11,403-99.8% |