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 6-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 | $42,778 | $148,534-71.2% | $135,903-68.5% | $139,434-69.3% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 32.99% | 79.19%-46.2pp | 68.23%-35.2pp | 372.94%-340.0pp |
| Employer contribution / active EE | $4,398 | $5,243-16.1% | $4,856-9.4% | $4,751-7.4% |
| Participant deferral / active EE | $8,353 | $8,100+3.1% | $7,758+7.7% | $6,710+24.5% |
| Admin fee / account holder | $263 | $12,400-97.9% | $10,762-97.6% | $11,403-97.7% |