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 | $47,437 | $148,534-68.1% | $135,903-65.1% | $139,434-66.0% |
| Participation rate | 71.4% | 83.9%-12.4pp | 81.9%-10.5pp | 80.3%-8.9pp |
| Annual return | 128.70% | 79.19%+49.5pp | 68.23%+60.5pp | 372.94%-244.2pp |
| Employer contribution / active EE | $5,745 | $5,243+9.6% | $4,856+18.3% | $4,751+20.9% |
| Participant deferral / active EE | $9,582 | $8,100+18.3% | $7,758+23.5% | $6,710+42.8% |
| Admin fee / account holder | $28 | $12,400-99.8% | $10,762-99.7% | $11,403-99.8% |