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 | $35,591 | $183,519-80.6% | $155,509-77.1% | $145,922-75.6% |
| Participation rate | 70.0% | 82.7%-12.7pp | 78.2%-8.2pp | 80.3%-10.3pp |
| Annual return | 15.19% | 61.17%-46.0pp | 64.67%-49.5pp | 561.29%-546.1pp |
| Employer contribution / active EE | $4,435 | $5,313-16.5% | $4,672-5.1% | $4,660-4.8% |
| Participant deferral / active EE | $6,556 | $6,462+1.4% | $5,626+16.5% | $6,688-2.0% |
| Admin fee / account holder | $146 | $19,313-99.2% | $15,912-99.1% | $13,397-98.9% |