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 | $34,987 | $179,726-80.5% | $156,263-77.6% | $142,382-75.4% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 28.88% | 77.86%-49.0pp | 59.47%-30.6pp | 217.08%-188.2pp |
| Employer contribution / active EE | $7,255 | $5,069+43.1% | $4,333+67.4% | $4,299+68.7% |
| Participant deferral / active EE | $8,170 | $6,956+17.5% | $6,158+32.7% | $6,507+25.6% |
| Admin fee / account holder | $61 | $17,272-99.6% | $14,255-99.6% | $12,624-99.5% |