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 | $43,682 | $183,519-76.2% | $155,509-71.9% | $145,922-70.1% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 20.41% | 61.17%-40.8pp | 64.67%-44.3pp | 561.29%-540.9pp |
| Employer contribution / active EE | $5,008 | $5,313-5.7% | $4,672+7.2% | $4,660+7.5% |
| Participant deferral / active EE | $27,953 | $6,462+332.5% | $5,626+396.8% | $6,688+318.0% |
| Admin fee / account holder | $30 | $19,313-99.8% | $15,912-99.8% | $13,397-99.8% |