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 | $31,207 | $159,901-80.5% | $146,958-78.8% | $145,922-78.6% |
| Participation rate | 90.9% | 84.0%+6.9pp | 82.2%+8.8pp | 80.3%+10.6pp |
| Annual return | 13.94% | 98.13%-84.2pp | 418.34%-404.4pp | 561.29%-547.3pp |
| Employer contribution / active EE | $1,870 | $5,286-64.6% | $4,933-62.1% | $4,660-59.9% |
| Participant deferral / active EE | $4,746 | $8,428-43.7% | $8,070-41.2% | $6,688-29.0% |
| Admin fee / account holder | $282 | $15,044-98.1% | $12,998-97.8% | $13,397-97.9% |