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 | $38,540 | $217,402-82.3% | $185,823-79.3% | $167,490-77.0% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 8.95% | 148.36%-139.4pp | 122.05%-113.1pp | 478.56%-469.6pp |
| Employer contribution / active EE | $4,444 | $5,873-24.3% | $5,167-14.0% | $4,837-8.1% |
| Participant deferral / active EE | $4,392 | $6,356-30.9% | $5,568-21.1% | $6,341-30.7% |
| Admin fee / account holder | $66 | $19,811-99.7% | $16,237-99.6% | $12,309-99.5% |