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 3-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 | $31,694 | $96,635-67.2% | $86,612-63.4% | $139,434-77.3% |
| Participation rate | 71.4% | 74.4%-3.0pp | 71.7%-0.3pp | 80.3%-8.9pp |
| Annual return | 25.61% | 106.41%-80.8pp | 591.07%-565.5pp | 372.94%-347.3pp |
| Employer contribution / active EE | $6,656 | $3,263+104.0% | $3,022+120.2% | $4,751+40.1% |
| Participant deferral / active EE | $6,801 | $4,836+40.6% | $4,438+53.3% | $6,710+1.4% |
| Admin fee / account holder | $0 | $6,408-100.0% | $5,614-100.0% | $11,403-100.0% |