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 | $37,617 | $157,256-76.1% | $141,162-73.4% | $152,861-75.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 16.93% | 64.32%-47.4pp | 71.39%-54.5pp | 345.32%-328.4pp |
| Employer contribution / active EE | $4,140 | $5,261-21.3% | $4,735-12.6% | $4,762-13.1% |
| Participant deferral / active EE | $10,201 | $7,109+43.5% | $6,709+52.0% | $5,850+74.4% |
| Admin fee / account holder | $187 | $12,120-98.5% | $10,261-98.2% | $11,596-98.4% |