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 | $44,289 | $183,519-75.9% | $155,509-71.5% | $145,922-69.6% |
| Participation rate | 77.8% | 82.7%-4.9pp | 78.2%-0.4pp | 80.3%-2.5pp |
| Annual return | 115.18% | 61.17%+54.0pp | 64.67%+50.5pp | 561.29%-446.1pp |
| Employer contribution / active EE | $2,321 | $5,313-56.3% | $4,672-50.3% | $4,660-50.2% |
| Participant deferral / active EE | $7,138 | $6,462+10.4% | $5,626+26.9% | $6,688+6.7% |
| Admin fee / account holder | $41 | $19,313-99.8% | $15,912-99.7% | $13,397-99.7% |