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 | $37,876 | $159,901-76.3% | $146,958-74.2% | $145,922-74.0% |
| Participation rate | 88.9% | 84.0%+4.9pp | 82.2%+6.7pp | 80.3%+8.6pp |
| Annual return | 17.64% | 98.13%-80.5pp | 418.34%-400.7pp | 561.29%-543.6pp |
| Employer contribution / active EE | $11,966 | $5,286+126.4% | $4,933+142.6% | $4,660+156.8% |
| Participant deferral / active EE | $7,586 | $8,428-10.0% | $8,070-6.0% | $6,688+13.4% |
| Admin fee / account holder | $97 | $15,044-99.4% | $12,998-99.3% | $13,397-99.3% |