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 8-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 | $37,227 | $175,202-78.8% | $149,673-75.1% | $139,434-73.3% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 20.02% | 166.71%-146.7pp | 134.42%-114.4pp | 372.94%-352.9pp |
| Employer contribution / active EE | $2,650 | $5,474-51.6% | $4,818-45.0% | $4,751-44.2% |
| Participant deferral / active EE | $4,839 | $6,519-25.8% | $5,680-14.8% | $6,710-27.9% |
| Admin fee / account holder | $194 | $16,150-98.8% | $13,210-98.5% | $11,403-98.3% |