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 10-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 | $36,687 | $177,572-79.3% | $154,803-76.3% | $142,382-74.2% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 12.72% | 65.07%-52.3pp | 58.88%-46.2pp | 217.08%-204.4pp |
| Employer contribution / active EE | $7,022 | $4,810+46.0% | $4,305+63.1% | $4,299+63.3% |
| Participant deferral / active EE | $3,475 | $6,272-44.6% | $5,540-37.3% | $6,507-46.6% |
| Admin fee / account holder | $0 | $16,786-100.0% | $14,329-100.0% | $12,624-100.0% |