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 5-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 | $40,006 | $177,572-77.5% | $154,803-74.2% | $142,382-71.9% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 23.99% | 65.07%-41.1pp | 58.88%-34.9pp | 217.08%-193.1pp |
| Employer contribution / active EE | $3,972 | $4,810-17.4% | $4,305-7.8% | $4,299-7.6% |
| Participant deferral / active EE | $10,205 | $6,272+62.7% | $5,540+84.2% | $6,507+56.8% |
| Admin fee / account holder | $72 | $16,786-99.6% | $14,329-99.5% | $12,624-99.4% |