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 5-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 | $38,915 | $197,591-80.3% | $177,821-78.1% | $158,922-75.5% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 54.83% | 58.76%-3.9pp | 48.32%+6.5pp | 302.83%-248.0pp |
| Employer contribution / active EE | $8,402 | $6,697+25.4% | $5,918+42.0% | $4,761+76.5% |
| Participant deferral / active EE | $11,003 | $8,405+30.9% | $7,714+42.6% | $5,982+83.9% |
| Admin fee / account holder | $0 | $15,399-100.0% | $12,427-100.0% | $11,246-100.0% |