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 4-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 | $32,116 | $106,515-69.8% | $96,683-66.8% | $139,434-77.0% |
| Participation rate | 75.0% | 77.8%-2.8pp | 74.3%+0.7pp | 80.3%-5.3pp |
| Annual return | 844.10% | 38.43%+805.7pp | 35.69%+808.4pp | 372.94%+471.2pp |
| Employer contribution / active EE | $1,185 | $4,103-71.1% | $3,737-68.3% | $4,751-75.1% |
| Participant deferral / active EE | $3,665 | $5,454-32.8% | $4,878-24.9% | $6,710-45.4% |
| Admin fee / account holder | $61 | $7,877-99.2% | $6,730-99.1% | $11,403-99.5% |