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 6-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 | $37,388 | $179,726-79.2% | $156,263-76.1% | $142,382-73.7% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 20.67% | 77.86%-57.2pp | 59.47%-38.8pp | 217.08%-196.4pp |
| Employer contribution / active EE | $2,205 | $5,069-56.5% | $4,333-49.1% | $4,299-48.7% |
| Participant deferral / active EE | $8,948 | $6,956+28.6% | $6,158+45.3% | $6,507+37.5% |
| Admin fee / account holder | $279 | $17,272-98.4% | $14,255-98.0% | $12,624-97.8% |