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 8-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 | $57,048 | $159,901-64.3% | $146,958-61.2% | $145,922-60.9% |
| Participation rate | 90.9% | 84.0%+6.9pp | 82.2%+8.8pp | 80.3%+10.6pp |
| Annual return | 31.72% | 98.13%-66.4pp | 418.34%-386.6pp | 561.29%-529.6pp |
| Employer contribution / active EE | $4,845 | $5,286-8.3% | $4,933-1.8% | $4,660+4.0% |
| Participant deferral / active EE | $8,618 | $8,428+2.3% | $8,070+6.8% | $6,688+28.9% |
| Admin fee / account holder | $250 | $15,044-98.3% | $12,998-98.1% | $13,397-98.1% |