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 | $34,753 | $185,822-81.3% | $169,993-79.6% | $139,434-75.1% |
| Participation rate | 80.0% | 87.8%-7.8pp | 87.0%-7.0pp | 80.3%-0.3pp |
| Annual return | 35.50% | 60.50%-25.0pp | 53.37%-17.9pp | 372.94%-337.4pp |
| Employer contribution / active EE | $8,335 | $7,590+9.8% | $6,785+22.8% | $4,751+75.5% |
| Participant deferral / active EE | $8,941 | $11,622-23.1% | $10,408-14.1% | $6,710+33.3% |
| Admin fee / account holder | $0 | $15,381-100.0% | $12,815-100.0% | $11,403-100.0% |