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 10-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 | $39,544 | $102,966-61.6% | $90,281-56.2% | $152,861-74.1% |
| Participation rate | 84.6% | 75.9%+8.8pp | 73.3%+11.3pp | 82.4%+2.2pp |
| Annual return | 20.98% | 95.16%-74.2pp | 78.10%-57.1pp | 345.32%-324.3pp |
| Employer contribution / active EE | $1,332 | $3,139-57.6% | $2,854-53.3% | $4,762-72.0% |
| Participant deferral / active EE | $3,028 | $4,281-29.3% | $3,885-22.1% | $5,850-48.2% |
| Admin fee / account holder | $0 | $6,171-100.0% | $5,351-100.0% | $11,596-100.0% |