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 | $38,073 | $179,726-78.8% | $156,263-75.6% | $142,382-73.3% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 19.22% | 77.86%-58.6pp | 59.47%-40.3pp | 217.08%-197.9pp |
| Employer contribution / active EE | $1,420 | $5,069-72.0% | $4,333-67.2% | $4,299-67.0% |
| Participant deferral / active EE | $11,896 | $6,956+71.0% | $6,158+93.2% | $6,507+82.8% |
| Admin fee / account holder | $66 | $17,272-99.6% | $14,255-99.5% | $12,624-99.5% |