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 | $34,967 | $133,922-73.9% | $116,228-69.9% | $142,382-75.4% |
| Participation rate | 90.0% | 77.9%+12.1pp | 74.6%+15.4pp | 80.1%+9.9pp |
| Annual return | 52.07% | 147.76%-95.7pp | 90.06%-38.0pp | 217.08%-165.0pp |
| Employer contribution / active EE | $17,417 | $3,446+405.5% | $2,994+481.6% | $4,299+305.1% |
| Participant deferral / active EE | $2,555 | $5,672-55.0% | $4,953-48.4% | $6,507-60.7% |
| Admin fee / account holder | $34 | $14,945-99.8% | $11,989-99.7% | $12,624-99.7% |