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 | $36,790 | $214,378-82.8% | $200,582-81.7% | $142,382-74.2% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 29.43% | 46.41%-17.0pp | 42.33%-12.9pp | 217.08%-187.6pp |
| Employer contribution / active EE | $4,489 | $6,841-34.4% | $6,419-30.1% | $4,299+4.4% |
| Participant deferral / active EE | $13,378 | $9,865+35.6% | $9,331+43.4% | $6,507+105.6% |
| Admin fee / account holder | $55 | $17,692-99.7% | $16,305-99.7% | $12,624-99.6% |