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 | $43,868 | $179,726-75.6% | $156,263-71.9% | $142,382-69.2% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 16.97% | 77.86%-60.9pp | 59.47%-42.5pp | 217.08%-200.1pp |
| Employer contribution / active EE | $3,169 | $5,069-37.5% | $4,333-26.9% | $4,299-26.3% |
| Participant deferral / active EE | $12,000 | $6,956+72.5% | $6,158+94.9% | $6,507+84.4% |
| Admin fee / account holder | $259 | $17,272-98.5% | $14,255-98.2% | $12,624-98.0% |