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 | $18,669 | $183,519-89.8% | $155,509-88.0% | $145,922-87.2% |
| Participation rate | 71.4% | 82.7%-11.2pp | 78.2%-6.8pp | 80.3%-8.8pp |
| Annual return | 23.68% | 61.17%-37.5pp | 64.67%-41.0pp | 561.29%-537.6pp |
| Employer contribution / active EE | $1,812 | $5,313-65.9% | $4,672-61.2% | $4,660-61.1% |
| Participant deferral / active EE | $4,818 | $6,462-25.4% | $5,626-14.4% | $6,688-28.0% |
| Admin fee / account holder | $0 | $19,313-100.0% | $15,912-100.0% | $13,397-100.0% |