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 | $43,684 | $94,752-53.9% | $112,887-61.3% | $139,434-68.7% |
| Participation rate | 100.0% | 81.3%+18.7pp | 80.5%+19.5pp | 80.3%+19.7pp |
| Annual return | 57.95% | 40.88%+17.1pp | 34.10%+23.8pp | 372.94%-315.0pp |
| Employer contribution / active EE | $3,116 | $4,625-32.6% | $4,563-31.7% | $4,751-34.4% |
| Participant deferral / active EE | $9,991 | $6,512+53.4% | $6,513+53.4% | $6,710+48.9% |
| Admin fee / account holder | $0 | $8,527-100.0% | $7,047-100.0% | $11,403-100.0% |