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 3-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 | $35,212 | $74,888-53.0% | $71,209-50.6% | $142,382-75.3% |
| Participation rate | 91.7% | 76.2%+15.4pp | 73.8%+17.9pp | 80.1%+11.5pp |
| Annual return | 14.36% | 345.14%-330.8pp | 282.51%-268.2pp | 217.08%-202.7pp |
| Employer contribution / active EE | $6,626 | $2,854+132.1% | $2,721+143.5% | $4,299+54.1% |
| Participant deferral / active EE | $3,665 | $4,454-17.7% | $4,175-12.2% | $6,507-43.7% |
| Admin fee / account holder | $114 | $5,568-98.0% | $5,349-97.9% | $12,624-99.1% |