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 | $32,903 | $159,901-79.4% | $146,958-77.6% | $145,922-77.5% |
| Participation rate | 83.3% | 84.0%-0.7pp | 82.2%+1.2pp | 80.3%+3.1pp |
| Annual return | 14.05% | 98.13%-84.1pp | 418.34%-404.3pp | 561.29%-547.2pp |
| Employer contribution / active EE | $3,860 | $5,286-27.0% | $4,933-21.8% | $4,660-17.2% |
| Participant deferral / active EE | $6,144 | $8,428-27.1% | $8,070-23.9% | $6,688-8.1% |
| Admin fee / account holder | $47 | $15,044-99.7% | $12,998-99.6% | $13,397-99.6% |