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 | $29,359 | $183,519-84.0% | $155,509-81.1% | $145,922-79.9% |
| Participation rate | 75.0% | 82.7%-7.7pp | 78.2%-3.2pp | 80.3%-5.3pp |
| Annual return | 22.40% | 61.17%-38.8pp | 64.67%-42.3pp | 561.29%-538.9pp |
| Employer contribution / active EE | $2,696 | $5,313-49.3% | $4,672-42.3% | $4,660-42.1% |
| Participant deferral / active EE | $5,771 | $6,462-10.7% | $5,626+2.6% | $6,688-13.7% |
| Admin fee / account holder | $0 | $19,313-100.0% | $15,912-100.0% | $13,397-100.0% |