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 | $35,695 | $133,958-73.4% | $112,228-68.2% | $134,475-73.5% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | 1.13% | 47.11%-46.0pp | 27.45%-26.3pp | 417.96%-416.8pp |
| Employer contribution / active EE | $13,881 | $4,038+243.7% | $3,635+281.9% | $4,740+192.9% |
| Participant deferral / active EE | $6,733 | $5,291+27.3% | $4,728+42.4% | $6,400+5.2% |
| Admin fee / account holder | $40 | $7,489-99.5% | $6,410-99.4% | $11,426-99.7% |