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 | $34,961 | $183,519-80.9% | $155,509-77.5% | $145,922-76.0% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 12.40% | 61.17%-48.8pp | 64.67%-52.3pp | 561.29%-548.9pp |
| Employer contribution / active EE | $3,420 | $5,313-35.6% | $4,672-26.8% | $4,660-26.6% |
| Participant deferral / active EE | $11,874 | $6,462+83.7% | $5,626+111.0% | $6,688+77.5% |
| Admin fee / account holder | $32 | $19,313-99.8% | $15,912-99.8% | $13,397-99.8% |