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 | $43,710 | $105,126-58.4% | $94,646-53.8% | $139,434-68.7% |
| Participation rate | 100.0% | 82.4%+17.6pp | 80.8%+19.2pp | 80.3%+19.7pp |
| Annual return | 34.87% | 38.03%-3.2pp | 156.71%-121.8pp | 372.94%-338.1pp |
| Employer contribution / active EE | $5,633 | $4,106+37.2% | $3,672+53.4% | $4,751+18.6% |
| Participant deferral / active EE | $10,321 | $7,599+35.8% | $7,418+39.1% | $6,710+53.8% |
| Admin fee / account holder | $264 | $8,984-97.1% | $7,231-96.4% | $11,403-97.7% |