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 5-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 | $37,605 | $176,056-78.6% | $159,436-76.4% | $167,490-77.5% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 29.78% | 331.75%-302.0pp | 263.57%-233.8pp | 478.56%-448.8pp |
| Employer contribution / active EE | $7,849 | $5,297+48.2% | $4,829+62.5% | $4,837+62.2% |
| Participant deferral / active EE | $23,335 | $7,750+201.1% | $7,352+217.4% | $6,341+268.0% |
| Admin fee / account holder | $84 | $12,554-99.3% | $10,799-99.2% | $12,309-99.3% |