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 6-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 | $29,537 | $52,279-43.5% | $89,391-67.0% | $79,858-63.0% |
| Participation rate | 72.2% | 57.5%+14.7pp | 68.0%+4.2pp | 69.6%+2.6pp |
| Annual return | 42.85% | 22.16%+20.7pp | 245.62%-202.8pp | 31.71%+11.1pp |
| Employer contribution / active EE | $3,333 | $1,572+112.1% | $2,586+28.9% | $2,471+34.9% |
| Participant deferral / active EE | $7,526 | $2,740+174.6% | $3,890+93.5% | $3,740+101.2% |
| Admin fee / account holder | $0 | $3,356-100.0% | $4,881-100.0% | $5,306-100.0% |