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 3-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 | $35,216 | $104,974-66.5% | $95,585-63.2% | $142,382-75.3% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 19.79% | 210.33%-190.5pp | 38.56%-18.8pp | 217.08%-197.3pp |
| Employer contribution / active EE | $4,853 | $2,779+74.7% | $2,527+92.1% | $4,299+12.9% |
| Participant deferral / active EE | $25,427 | $4,352+484.3% | $4,023+532.1% | $6,507+290.8% |
| Admin fee / account holder | $50 | $6,386-99.2% | $6,127-99.2% | $12,624-99.6% |