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 | $36,653 | $165,984-77.9% | $164,813-77.8% | $145,922-74.9% |
| Participation rate | 71.4% | 82.0%-10.6pp | 78.6%-7.2pp | 80.3%-8.8pp |
| Annual return | 18.44% | 100.03%-81.6pp | 69.93%-51.5pp | 561.29%-542.8pp |
| Employer contribution / active EE | $2,080 | $5,273-60.6% | $4,341-52.1% | $4,660-55.4% |
| Participant deferral / active EE | $3,343 | $6,959-52.0% | $6,031-44.6% | $6,688-50.0% |
| Admin fee / account holder | $104 | $16,648-99.4% | $12,690-99.2% | $13,397-99.2% |