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 | $58,695 | $100,773-41.8% | $88,946-34.0% | $142,382-58.8% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.8%+31.2pp | 80.1%+19.9pp |
| Annual return | 32.25% | 70.18%-37.9pp | 57.82%-25.6pp | 217.08%-184.8pp |
| Employer contribution / active EE | $20,014 | $2,918+586.0% | $2,555+683.3% | $4,299+365.5% |
| Participant deferral / active EE | $10,165 | $5,230+94.3% | $4,581+121.9% | $6,507+56.2% |
| Admin fee / account holder | $266 | $9,693-97.3% | $8,261-96.8% | $12,624-97.9% |