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 6-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 | $33,567 | $158,398-78.8% | $126,539-73.5% | $142,382-76.4% |
| Participation rate | 100.0% | 75.8%+24.2pp | 69.8%+30.2pp | 80.1%+19.9pp |
| Annual return | 18.91% | 593.76%-574.8pp | 425.95%-407.0pp | 217.08%-198.2pp |
| Employer contribution / active EE | $3,029 | $4,650-34.9% | $3,674-17.6% | $4,299-29.6% |
| Participant deferral / active EE | $2,650 | $4,767-44.4% | $4,083-35.1% | $6,507-59.3% |
| Admin fee / account holder | $70 | $6,918-99.0% | $6,065-98.9% | $12,624-99.4% |