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 9-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 | $42,159 | $148,534-71.6% | $135,903-69.0% | $139,434-69.8% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 22.99% | 79.19%-56.2pp | 68.23%-45.2pp | 372.94%-350.0pp |
| Employer contribution / active EE | $3,931 | $5,243-25.0% | $4,856-19.1% | $4,751-17.3% |
| Participant deferral / active EE | $7,756 | $8,100-4.2% | $7,7580% | $6,710+15.6% |
| Admin fee / account holder | $166 | $12,400-98.7% | $10,762-98.5% | $11,403-98.5% |