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 | $35,703 | $183,519-80.5% | $155,509-77.0% | $145,922-75.5% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 10.74% | 61.17%-50.4pp | 64.67%-53.9pp | 561.29%-550.5pp |
| Employer contribution / active EE | $3,779 | $5,313-28.9% | $4,672-19.1% | $4,660-18.9% |
| Participant deferral / active EE | $7,568 | $6,462+17.1% | $5,626+34.5% | $6,688+13.2% |
| Admin fee / account holder | $124 | $19,313-99.4% | $15,912-99.2% | $13,397-99.1% |