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 | $34,979 | $150,187-76.7% | $120,354-70.9% | $145,922-76.0% |
| Participation rate | 90.0% | 78.8%+11.2pp | 71.9%+18.1pp | 80.3%+9.7pp |
| Annual return | 19.20% | 154.07%-134.9pp | 107.15%-88.0pp | 561.29%-542.1pp |
| Employer contribution / active EE | $2,970 | $4,348-31.7% | $3,463-14.2% | $4,660-36.3% |
| Participant deferral / active EE | $5,996 | $6,173-2.9% | $4,991+20.1% | $6,688-10.3% |
| Admin fee / account holder | $248 | $12,207-98.0% | $9,423-97.4% | $13,397-98.1% |