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 | $128,756 | $96,635+33.2% | $86,612+48.7% | $139,434-7.7% |
| Participation rate | 80.0% | 74.4%+5.6pp | 71.7%+8.3pp | 80.3%-0.3pp |
| Annual return | 11.98% | 106.41%-94.4pp | 591.07%-579.1pp | 372.94%-361.0pp |
| Employer contribution / active EE | $3,737 | $3,263+14.5% | $3,022+23.7% | $4,751-21.3% |
| Participant deferral / active EE | $5,476 | $4,836+13.2% | $4,438+23.4% | $6,710-18.4% |
| Admin fee / account holder | $282 | $6,408-95.6% | $5,614-95.0% | $11,403-97.5% |