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 5-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 | $41,520 | $175,202-76.3% | $149,673-72.3% | $139,434-70.2% |
| Participation rate | 93.8% | 83.4%+10.4pp | 78.8%+15.0pp | 80.3%+13.4pp |
| Annual return | 14.79% | 166.71%-151.9pp | 134.42%-119.6pp | 372.94%-358.2pp |
| Employer contribution / active EE | $4,716 | $5,474-13.8% | $4,818-2.1% | $4,751-0.7% |
| Participant deferral / active EE | $3,760 | $6,519-42.3% | $5,680-33.8% | $6,710-44.0% |
| Admin fee / account holder | $0 | $16,150-100.0% | $13,210-100.0% | $11,403-100.0% |