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 | $37,522 | $71,829-47.8% | $69,780-46.2% | $142,382-73.6% |
| Participation rate | 100.0% | 81.6%+18.4pp | 79.3%+20.7pp | 80.1%+19.9pp |
| Annual return | 18.55% | 31.01%-12.5pp | 26.31%-7.8pp | 217.08%-198.5pp |
| Employer contribution / active EE | $3,292 | $4,385-24.9% | $4,168-21.0% | $4,299-23.4% |
| Participant deferral / active EE | $8,926 | $6,819+30.9% | $6,164+44.8% | $6,507+37.2% |
| Admin fee / account holder | $73 | $7,818-99.1% | $7,285-99.0% | $12,624-99.4% |