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 | $39,542 | $133,922-70.5% | $116,228-66.0% | $142,382-72.2% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.6%+25.4pp | 80.1%+19.9pp |
| Annual return | 22.12% | 147.76%-125.6pp | 90.06%-67.9pp | 217.08%-195.0pp |
| Employer contribution / active EE | $6,990 | $3,446+102.9% | $2,994+133.4% | $4,299+62.6% |
| Participant deferral / active EE | $7,377 | $5,672+30.1% | $4,953+48.9% | $6,507+13.4% |
| Admin fee / account holder | $38 | $14,945-99.7% | $11,989-99.7% | $12,624-99.7% |