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 4-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 | $40,388 | $148,534-72.8% | $135,903-70.3% | $139,434-71.0% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 19.29% | 79.19%-59.9pp | 68.23%-48.9pp | 372.94%-353.7pp |
| Employer contribution / active EE | $3,271 | $5,243-37.6% | $4,856-32.7% | $4,751-31.2% |
| Participant deferral / active EE | $9,751 | $8,100+20.4% | $7,758+25.7% | $6,710+45.3% |
| Admin fee / account holder | $120 | $12,400-99.0% | $10,762-98.9% | $11,403-99.0% |