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 | $26,544 | $148,534-82.1% | $135,903-80.5% | $139,434-81.0% |
| Participation rate | 83.3% | 83.9%-0.5pp | 81.9%+1.4pp | 80.3%+3.0pp |
| Annual return | 47.09% | 79.19%-32.1pp | 68.23%-21.1pp | 372.94%-325.9pp |
| Employer contribution / active EE | $4,294 | $5,243-18.1% | $4,856-11.6% | $4,751-9.6% |
| Participant deferral / active EE | $9,902 | $8,100+22.2% | $7,758+27.6% | $6,710+47.6% |
| Admin fee / account holder | $0 | $12,400-100.0% | $10,762-100.0% | $11,403-100.0% |