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 | $44,432 | $148,534-70.1% | $135,903-67.3% | $139,434-68.1% |
| Participation rate | 71.4% | 83.9%-12.4pp | 81.9%-10.5pp | 80.3%-8.9pp |
| Annual return | 20.98% | 79.19%-58.2pp | 68.23%-47.2pp | 372.94%-352.0pp |
| Employer contribution / active EE | $2,041 | $5,243-61.1% | $4,856-58.0% | $4,751-57.0% |
| Participant deferral / active EE | $4,841 | $8,100-40.2% | $7,758-37.6% | $6,710-27.9% |
| Admin fee / account holder | $53 | $12,400-99.6% | $10,762-99.5% | $11,403-99.5% |