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 9-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 | $38,576 | $81,632-52.7% | $70,449-45.2% | $158,922-75.7% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.1%+24.9pp | 82.0%+18.0pp |
| Annual return | 9.97% | 208.40%-198.4pp | 109.03%-99.1pp | 302.83%-292.9pp |
| Employer contribution / active EE | $5,101 | $3,217+58.6% | $2,737+86.4% | $4,761+7.1% |
| Participant deferral / active EE | $2,680 | $4,554-41.2% | $3,709-27.7% | $5,982-55.2% |
| Admin fee / account holder | $34 | $6,193-99.4% | $3,845-99.1% | $11,246-99.7% |