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 | $34,366 | $148,534-76.9% | $135,903-74.7% | $139,434-75.4% |
| Participation rate | 71.4% | 83.9%-12.4pp | 81.9%-10.5pp | 80.3%-8.9pp |
| Annual return | 18.55% | 79.19%-60.6pp | 68.23%-49.7pp | 372.94%-354.4pp |
| Employer contribution / active EE | $2,635 | $5,243-49.8% | $4,856-45.7% | $4,751-44.5% |
| Participant deferral / active EE | $4,118 | $8,100-49.2% | $7,758-46.9% | $6,710-38.6% |
| Admin fee / account holder | $0 | $12,400-100.0% | $10,762-100.0% | $11,403-100.0% |