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 | $35,543 | $183,519-80.6% | $155,509-77.1% | $145,922-75.6% |
| Participation rate | 93.8% | 82.7%+11.1pp | 78.2%+15.6pp | 80.3%+13.5pp |
| Annual return | 12.39% | 61.17%-48.8pp | 64.67%-52.3pp | 561.29%-548.9pp |
| Employer contribution / active EE | $8,604 | $5,313+62.0% | $4,672+84.1% | $4,660+84.7% |
| Participant deferral / active EE | $5,695 | $6,462-11.9% | $5,626+1.2% | $6,688-14.8% |
| Admin fee / account holder | $283 | $19,313-98.5% | $15,912-98.2% | $13,397-97.9% |