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 | $34,758 | $105,126-66.9% | $94,646-63.3% | $139,434-75.1% |
| Participation rate | 72.7% | 82.4%-9.6pp | 80.8%-8.1pp | 80.3%-7.6pp |
| Annual return | 30.75% | 38.03%-7.3pp | 156.71%-126.0pp | 372.94%-342.2pp |
| Employer contribution / active EE | $3,027 | $4,106-26.3% | $3,672-17.6% | $4,751-36.3% |
| Participant deferral / active EE | $10,173 | $7,599+33.9% | $7,418+37.1% | $6,710+51.6% |
| Admin fee / account holder | $16 | $8,984-99.8% | $7,231-99.8% | $11,403-99.9% |