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 | $57,518 | $177,572-67.6% | $154,803-62.8% | $142,382-59.6% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 24.74% | 65.07%-40.3pp | 58.88%-34.1pp | 217.08%-192.3pp |
| Employer contribution / active EE | $3,714 | $4,810-22.8% | $4,305-13.7% | $4,299-13.6% |
| Participant deferral / active EE | $14,305 | $6,272+128.1% | $5,540+158.2% | $6,507+119.8% |
| Admin fee / account holder | $56 | $16,786-99.7% | $14,329-99.6% | $12,624-99.6% |