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 | $39,064 | $201,272-80.6% | $184,203-78.8% | $145,922-73.2% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 18.21% | 29.00%-10.8pp | 28.81%-10.6pp | 561.29%-543.1pp |
| Employer contribution / active EE | $3,459 | $7,022-50.7% | $6,427-46.2% | $4,660-25.8% |
| Participant deferral / active EE | $7,614 | $9,806-22.4% | $9,131-16.6% | $6,688+13.8% |
| Admin fee / account holder | $75 | $16,364-99.5% | $13,901-99.5% | $13,397-99.4% |