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 | $31,067 | $183,519-83.1% | $155,509-80.0% | $145,922-78.7% |
| Participation rate | 90.9% | 82.7%+8.2pp | 78.2%+12.7pp | 80.3%+10.6pp |
| Annual return | 29.94% | 61.17%-31.2pp | 64.67%-34.7pp | 561.29%-531.3pp |
| Employer contribution / active EE | $4,354 | $5,313-18.1% | $4,672-6.8% | $4,660-6.6% |
| Participant deferral / active EE | $5,455 | $6,462-15.6% | $5,626-3.1% | $6,688-18.4% |
| Admin fee / account holder | $0 | $19,313-100.0% | $15,912-100.0% | $13,397-100.0% |