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 | $35,637 | $179,726-80.2% | $156,263-77.2% | $142,382-75.0% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 20.83% | 77.86%-57.0pp | 59.47%-38.6pp | 217.08%-196.2pp |
| Employer contribution / active EE | $3,600 | $5,069-29.0% | $4,333-16.9% | $4,299-16.3% |
| Participant deferral / active EE | $3,600 | $6,956-48.2% | $6,158-41.5% | $6,507-44.7% |
| Admin fee / account holder | $216 | $17,272-98.7% | $14,255-98.5% | $12,624-98.3% |