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 | $27,218 | $138,044-80.3% | $125,339-78.3% | $134,475-79.8% |
| Participation rate | 75.0% | 84.5%-9.5pp | 82.4%-7.4pp | 81.2%-6.2pp |
| Annual return | 721.90% | 750.33%-28.4pp | 572.05%+149.9pp | 417.96%+303.9pp |
| Employer contribution / active EE | $2,618 | $5,243-50.1% | $4,814-45.6% | $4,740-44.8% |
| Participant deferral / active EE | $4,295 | $7,799-44.9% | $7,446-42.3% | $6,400-32.9% |
| Admin fee / account holder | $27 | $11,571-99.8% | $10,010-99.7% | $11,426-99.8% |