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 9-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 | $38,537 | $157,256-75.5% | $141,162-72.7% | $152,861-74.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 19.58% | 64.32%-44.7pp | 71.39%-51.8pp | 345.32%-325.7pp |
| Employer contribution / active EE | $7,223 | $5,261+37.3% | $4,735+52.6% | $4,762+51.7% |
| Participant deferral / active EE | $3,819 | $7,109-46.3% | $6,709-43.1% | $5,850-34.7% |
| Admin fee / account holder | $259 | $12,120-97.9% | $10,261-97.5% | $11,596-97.8% |