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 3-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 | $33,412 | $177,572-81.2% | $154,803-78.4% | $142,382-76.5% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 77.69% | 65.07%+12.6pp | 58.88%+18.8pp | 217.08%-139.4pp |
| Employer contribution / active EE | $2,571 | $4,810-46.6% | $4,305-40.3% | $4,299-40.2% |
| Participant deferral / active EE | $9,656 | $6,272+54.0% | $5,540+74.3% | $6,507+48.4% |
| Admin fee / account holder | $0 | $16,786-100.0% | $14,329-100.0% | $12,624-100.0% |