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 8-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 | $35,747 | $115,770-69.1% | $101,248-64.7% | $158,922-77.5% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 17.48% | 56.14%-38.7pp | 46.47%-29.0pp | 302.83%-285.3pp |
| Employer contribution / active EE | $1,608 | $4,175-61.5% | $3,660-56.1% | $4,761-66.2% |
| Participant deferral / active EE | $4,020 | $4,957-18.9% | $4,370-8.0% | $5,982-32.8% |
| Admin fee / account holder | $53 | $7,245-99.3% | $5,945-99.1% | $11,246-99.5% |