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 6-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 | $35,320 | $109,982-67.9% | $97,226-63.7% | $145,922-75.8% |
| Participation rate | 100.0% | 75.9%+24.1pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 14.25% | 242.90%-228.7pp | 75.13%-60.9pp | 561.29%-547.0pp |
| Employer contribution / active EE | $4,371 | $3,084+41.7% | $2,729+60.2% | $4,660-6.2% |
| Participant deferral / active EE | $5,983 | $4,676+28.0% | $4,264+40.3% | $6,688-10.5% |
| Admin fee / account holder | $45 | $6,221-99.3% | $5,654-99.2% | $13,397-99.7% |