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 8-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 | $33,889 | $111,724-69.7% | $93,606-63.8% | $145,922-76.8% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 12.16% | 202.98%-190.8pp | 133.20%-121.0pp | 561.29%-549.1pp |
| Employer contribution / active EE | $3,174 | $3,090+2.7% | $2,420+31.2% | $4,660-31.9% |
| Participant deferral / active EE | $1,853 | $4,912-62.3% | $4,411-58.0% | $6,688-72.3% |
| Admin fee / account holder | $16 | $10,250-99.8% | $8,285-99.8% | $13,397-99.9% |