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 | $34,879 | $214,378-83.7% | $200,582-82.6% | $142,382-75.5% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 14.26% | 46.41%-32.2pp | 42.33%-28.1pp | 217.08%-202.8pp |
| Employer contribution / active EE | $1,780 | $6,841-74.0% | $6,419-72.3% | $4,299-58.6% |
| Participant deferral / active EE | $7,174 | $9,865-27.3% | $9,331-23.1% | $6,507+10.2% |
| Admin fee / account holder | $52 | $17,692-99.7% | $16,305-99.7% | $12,624-99.6% |