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 | $34,365 | $88,751-61.3% | $81,812-58.0% | $145,922-76.4% |
| Participation rate | 80.0% | 75.0%+5.0pp | 72.3%+7.7pp | 80.3%-0.3pp |
| Annual return | 14.40% | 1025.40%-1011.0pp | 773.79%-759.4pp | 561.29%-546.9pp |
| Employer contribution / active EE | $3,094 | $3,083+0.3% | $2,912+6.2% | $4,660-33.6% |
| Participant deferral / active EE | $2,910 | $4,643-37.3% | $4,319-32.6% | $6,688-56.5% |
| Admin fee / account holder | $0 | $8,415-100.0% | $7,386-100.0% | $13,397-100.0% |