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 6-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 | $34,290 | $227,553-84.9% | $189,557-81.9% | $167,490-79.5% |
| Participation rate | 80.0% | 82.5%-2.5pp | 78.4%+1.6pp | 82.1%-2.1pp |
| Annual return | 41.35% | 78.40%-37.1pp | 64.17%-22.8pp | 478.56%-437.2pp |
| Employer contribution / active EE | $2,662 | $5,316-49.9% | $4,412-39.7% | $4,837-45.0% |
| Participant deferral / active EE | $6,190 | $7,002-11.6% | $6,174+0.3% | $6,341-2.4% |
| Admin fee / account holder | $8 | $11,878-99.9% | $9,807-99.9% | $12,309-99.9% |