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 4-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 | $49,565 | $175,202-71.7% | $149,673-66.9% | $139,434-64.5% |
| Participation rate | 75.0% | 83.4%-8.4pp | 78.8%-3.8pp | 80.3%-5.3pp |
| Annual return | 38.36% | 166.71%-128.3pp | 134.42%-96.1pp | 372.94%-334.6pp |
| Employer contribution / active EE | $5,519 | $5,474+0.8% | $4,818+14.5% | $4,751+16.2% |
| Participant deferral / active EE | $11,548 | $6,519+77.1% | $5,680+103.3% | $6,710+72.1% |
| Admin fee / account holder | $51 | $16,150-99.7% | $13,210-99.6% | $11,403-99.5% |