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 | $129,205 | $183,519-29.6% | $155,509-16.9% | $145,922-11.5% |
| Participation rate | 80.0% | 82.7%-2.7pp | 78.2%+1.8pp | 80.3%-0.3pp |
| Annual return | 13.82% | 61.17%-47.4pp | 64.67%-50.9pp | 561.29%-547.5pp |
| Employer contribution / active EE | $2,145 | $5,313-59.6% | $4,672-54.1% | $4,660-54.0% |
| Participant deferral / active EE | $3,184 | $6,462-50.7% | $5,626-43.4% | $6,688-52.4% |
| Admin fee / account holder | $1 | $19,313-100.0% | $15,912-100.0% | $13,397-100.0% |