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 | $30,666 | $175,202-82.5% | $149,673-79.5% | $139,434-78.0% |
| Participation rate | 80.0% | 83.4%-3.4pp | 78.8%+1.2pp | 80.3%-0.3pp |
| Annual return | 28.10% | 166.71%-138.6pp | 134.42%-106.3pp | 372.94%-344.8pp |
| Employer contribution / active EE | $1,955 | $5,474-64.3% | $4,818-59.4% | $4,751-58.8% |
| Participant deferral / active EE | $5,359 | $6,519-17.8% | $5,680-5.6% | $6,710-20.1% |
| Admin fee / account holder | $36 | $16,150-99.8% | $13,210-99.7% | $11,403-99.7% |