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 | $39,648 | $117,983-66.4% | $101,794-61.1% | $142,382-72.2% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | 23.17% | 36.92%-13.7pp | 30.53%-7.4pp | 217.08%-193.9pp |
| Employer contribution / active EE | $4,870 | $2,773+75.7% | $2,289+112.8% | $4,299+13.3% |
| Participant deferral / active EE | $9,442 | $4,714+100.3% | $4,084+131.2% | $6,507+45.1% |
| Admin fee / account holder | $293 | $10,433-97.2% | $8,777-96.7% | $12,624-97.7% |