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 5-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 | $35,348 | $133,922-73.6% | $116,228-69.6% | $142,382-75.2% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.6%+25.4pp | 80.1%+19.9pp |
| Annual return | 14.86% | 147.76%-132.9pp | 90.06%-75.2pp | 217.08%-202.2pp |
| Employer contribution / active EE | $2,421 | $3,446-29.7% | $2,994-19.1% | $4,299-43.7% |
| Participant deferral / active EE | $8,310 | $5,672+46.5% | $4,953+67.8% | $6,507+27.7% |
| Admin fee / account holder | $174 | $14,945-98.8% | $11,989-98.6% | $12,624-98.6% |