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 | $35,909 | $117,983-69.6% | $101,794-64.7% | $142,382-74.8% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | 54.30% | 36.92%+17.4pp | 30.53%+23.8pp | 217.08%-162.8pp |
| Employer contribution / active EE | $2,019 | $2,773-27.2% | $2,289-11.8% | $4,299-53.0% |
| Participant deferral / active EE | $2,103 | $4,714-55.4% | $4,084-48.5% | $6,507-67.7% |
| Admin fee / account holder | $17 | $10,433-99.8% | $8,777-99.8% | $12,624-99.9% |