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 | $35,794 | $114,381-68.7% | $107,525-66.7% | $142,382-74.9% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 23.18% | 242.71%-219.5pp | 181.32%-158.1pp | 217.08%-193.9pp |
| Employer contribution / active EE | $5,059 | $4,015+26.0% | $3,754+34.8% | $4,299+17.7% |
| Participant deferral / active EE | $9,786 | $5,564+75.9% | $5,116+91.3% | $6,507+50.4% |
| Admin fee / account holder | $33 | $9,860-99.7% | $8,919-99.6% | $12,624-99.7% |