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 | $36,326 | $148,534-75.5% | $135,903-73.3% | $139,434-73.9% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 21.73% | 79.19%-57.5pp | 68.23%-46.5pp | 372.94%-351.2pp |
| Employer contribution / active EE | $3,029 | $5,243-42.2% | $4,856-37.6% | $4,751-36.2% |
| Participant deferral / active EE | $5,343 | $8,100-34.0% | $7,758-31.1% | $6,710-20.4% |
| Admin fee / account holder | $77 | $12,400-99.4% | $10,762-99.3% | $11,403-99.3% |