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 4-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 | $35,650 | $100,773-64.6% | $88,946-59.9% | $142,382-75.0% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.8%+31.2pp | 80.1%+19.9pp |
| Annual return | 26.18% | 70.18%-44.0pp | 57.82%-31.6pp | 217.08%-190.9pp |
| Employer contribution / active EE | $6,699 | $2,918+129.6% | $2,555+162.2% | $4,299+55.8% |
| Participant deferral / active EE | $9,773 | $5,230+86.9% | $4,581+113.3% | $6,507+50.2% |
| Admin fee / account holder | $69 | $9,693-99.3% | $8,261-99.2% | $12,624-99.5% |