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 6-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 | $38,956 | $115,770-66.4% | $101,248-61.5% | $158,922-75.5% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 14.53% | 56.14%-41.6pp | 46.47%-31.9pp | 302.83%-288.3pp |
| Employer contribution / active EE | $1,766 | $4,175-57.7% | $3,660-51.7% | $4,761-62.9% |
| Participant deferral / active EE | $7,066 | $4,957+42.5% | $4,370+61.7% | $5,982+18.1% |
| Admin fee / account holder | $14 | $7,245-99.8% | $5,945-99.8% | $11,246-99.9% |