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 10-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 | $32,730 | $116,175-71.8% | $93,606-65.0% | $152,861-78.6% |
| Participation rate | 84.2% | 78.0%+6.2pp | 75.8%+8.4pp | 82.4%+1.8pp |
| Annual return | 42.62% | 35.96%+6.7pp | 32.76%+9.9pp | 345.32%-302.7pp |
| Employer contribution / active EE | $2,079 | $3,218-35.4% | $2,718-23.5% | $4,762-56.3% |
| Participant deferral / active EE | $4,620 | $4,603+0.4% | $4,069+13.6% | $5,850-21.0% |
| Admin fee / account holder | $0 | $10,748-100.0% | $7,888-100.0% | $11,596-100.0% |