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 | $37,665 | $177,572-78.8% | $154,803-75.7% | $142,382-73.5% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 46.08% | 65.07%-19.0pp | 58.88%-12.8pp | 217.08%-171.0pp |
| Employer contribution / active EE | $3,699 | $4,810-23.1% | $4,305-14.1% | $4,299-14.0% |
| Participant deferral / active EE | $8,392 | $6,272+33.8% | $5,540+51.5% | $6,507+29.0% |
| Admin fee / account holder | $74 | $16,786-99.6% | $14,329-99.5% | $12,624-99.4% |