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 5-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 | $31,470 | $183,519-82.9% | $155,509-79.8% | $145,922-78.4% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 13.44% | 61.17%-47.7pp | 64.67%-51.2pp | 561.29%-547.8pp |
| Employer contribution / active EE | $3,116 | $5,313-41.4% | $4,672-33.3% | $4,660-33.1% |
| Participant deferral / active EE | $8,858 | $6,462+37.1% | $5,626+57.4% | $6,688+32.5% |
| Admin fee / account holder | $51 | $19,313-99.7% | $15,912-99.7% | $13,397-99.6% |