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 | $36,495 | $148,534-75.4% | $135,903-73.1% | $139,434-73.8% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 26.60% | 79.19%-52.6pp | 68.23%-41.6pp | 372.94%-346.3pp |
| Employer contribution / active EE | $13,629 | $5,243+159.9% | $4,856+180.6% | $4,751+186.9% |
| Participant deferral / active EE | $10,414 | $8,100+28.6% | $7,758+34.2% | $6,710+55.2% |
| Admin fee / account holder | $0 | $12,400-100.0% | $10,762-100.0% | $11,403-100.0% |