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 | $37,592 | $117,983-68.1% | $101,794-63.1% | $142,382-73.6% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | 17.81% | 36.92%-19.1pp | 30.53%-12.7pp | 217.08%-199.3pp |
| Employer contribution / active EE | $5,084 | $2,773+83.4% | $2,289+122.1% | $4,299+18.3% |
| Participant deferral / active EE | $6,068 | $4,714+28.7% | $4,084+48.6% | $6,507-6.7% |
| Admin fee / account holder | $0 | $10,433-100.0% | $8,777-100.0% | $12,624-100.0% |