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 3-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 | $30,352 | $169,032-82.0% | $129,207-76.5% | $145,922-79.2% |
| Participation rate | 80.0% | 76.4%+3.6pp | 69.6%+10.4pp | 80.3%-0.3pp |
| Annual return | 19.74% | 14330.11%-14310.4pp | 9417.33%-9397.6pp | 561.29%-541.5pp |
| Employer contribution / active EE | $1,982 | $5,537-64.2% | $4,153-52.3% | $4,660-57.5% |
| Participant deferral / active EE | $4,394 | $4,987-11.9% | $4,168+5.4% | $6,688-34.3% |
| Admin fee / account holder | $44 | $9,954-99.6% | $7,715-99.4% | $13,397-99.7% |