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 | $37,104 | $133,922-72.3% | $116,228-68.1% | $142,382-73.9% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.6%+25.4pp | 80.1%+19.9pp |
| Annual return | 23.60% | 147.76%-124.2pp | 90.06%-66.5pp | 217.08%-193.5pp |
| Employer contribution / active EE | $5,182 | $3,446+50.4% | $2,994+73.1% | $4,299+20.5% |
| Participant deferral / active EE | $17,242 | $5,672+204.0% | $4,953+248.1% | $6,507+165.0% |
| Admin fee / account holder | $0 | $14,945-100.0% | $11,989-100.0% | $12,624-100.0% |