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 | $33,416 | $158,398-78.9% | $126,539-73.6% | $142,382-76.5% |
| Participation rate | 100.0% | 75.8%+24.2pp | 69.8%+30.2pp | 80.1%+19.9pp |
| Annual return | 12.34% | 593.76%-581.4pp | 425.95%-413.6pp | 217.08%-204.7pp |
| Employer contribution / active EE | $5,011 | $4,650+7.8% | $3,674+36.4% | $4,299+16.6% |
| Participant deferral / active EE | $10,176 | $4,767+113.5% | $4,083+149.3% | $6,507+56.4% |
| Admin fee / account holder | $8 | $6,918-99.9% | $6,065-99.9% | $12,624-99.9% |