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 | $34,668 | $183,519-81.1% | $155,509-77.7% | $145,922-76.2% |
| Participation rate | 75.0% | 82.7%-7.7pp | 78.2%-3.2pp | 80.3%-5.3pp |
| Annual return | 23.65% | 61.17%-37.5pp | 64.67%-41.0pp | 561.29%-537.6pp |
| Employer contribution / active EE | $4,284 | $5,313-19.4% | $4,672-8.3% | $4,660-8.1% |
| Participant deferral / active EE | $12,347 | $6,462+91.1% | $5,626+119.4% | $6,688+84.6% |
| Admin fee / account holder | $113 | $19,313-99.4% | $15,912-99.3% | $13,397-99.2% |