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 | $35,484 | $210,648-83.2% | $177,989-80.1% | $145,922-75.7% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 13.58% | 385.86%-372.3pp | 294.48%-280.9pp | 561.29%-547.7pp |
| Employer contribution / active EE | $2,795 | $4,565-38.8% | $3,949-29.2% | $4,660-40.0% |
| Participant deferral / active EE | $15,504 | $6,958+122.8% | $6,276+147.0% | $6,688+131.8% |
| Admin fee / account holder | $200 | $12,013-98.3% | $10,363-98.1% | $13,397-98.5% |