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 | $29,401 | $165,984-82.3% | $164,813-82.2% | $145,922-79.9% |
| Participation rate | 71.4% | 82.0%-10.6pp | 78.6%-7.2pp | 80.3%-8.8pp |
| Annual return | 14.71% | 100.03%-85.3pp | 69.93%-55.2pp | 561.29%-546.6pp |
| Employer contribution / active EE | $1,663 | $5,273-68.5% | $4,341-61.7% | $4,660-64.3% |
| Participant deferral / active EE | $4,315 | $6,959-38.0% | $6,031-28.5% | $6,688-35.5% |
| Admin fee / account holder | $0 | $16,648-100.0% | $12,690-100.0% | $13,397-100.0% |