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 | $40,626 | $183,519-77.9% | $155,509-73.9% | $145,922-72.2% |
| Participation rate | 91.7% | 82.7%+9.0pp | 78.2%+13.5pp | 80.3%+11.4pp |
| Annual return | 16.70% | 61.17%-44.5pp | 64.67%-48.0pp | 561.29%-544.6pp |
| Employer contribution / active EE | $3,081 | $5,313-42.0% | $4,672-34.1% | $4,660-33.9% |
| Participant deferral / active EE | $9,841 | $6,462+52.3% | $5,626+74.9% | $6,688+47.2% |
| Admin fee / account holder | $28 | $19,313-99.9% | $15,912-99.8% | $13,397-99.8% |