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 | $34,468 | $97,744-64.7% | $103,476-66.7% | $145,922-76.4% |
| Participation rate | 85.7% | 81.1%+4.6pp | 80.5%+5.2pp | 80.3%+5.4pp |
| Annual return | 34.37% | 25.41%+9.0pp | 23.90%+10.5pp | 561.29%-526.9pp |
| Employer contribution / active EE | $3,913 | $4,677-16.3% | $4,672-16.2% | $4,660-16.0% |
| Participant deferral / active EE | $8,423 | $6,603+27.6% | $6,623+27.2% | $6,688+25.9% |
| Admin fee / account holder | $0 | $12,515-100.0% | $9,413-100.0% | $13,397-100.0% |