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 | $33,013 | $148,534-77.8% | $135,903-75.7% | $139,434-76.3% |
| Participation rate | 91.7% | 83.9%+7.8pp | 81.9%+9.8pp | 80.3%+11.3pp |
| Annual return | 29.58% | 79.19%-49.6pp | 68.23%-38.7pp | 372.94%-343.4pp |
| Employer contribution / active EE | $5,940 | $5,243+13.3% | $4,856+22.3% | $4,751+25.0% |
| Participant deferral / active EE | $4,772 | $8,100-41.1% | $7,758-38.5% | $6,710-28.9% |
| Admin fee / account holder | $129 | $12,400-99.0% | $10,762-98.8% | $11,403-98.9% |