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 | $36,056 | $133,922-73.1% | $116,228-69.0% | $142,382-74.7% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.6%+25.4pp | 80.1%+19.9pp |
| Annual return | 22.00% | 147.76%-125.8pp | 90.06%-68.1pp | 217.08%-195.1pp |
| Employer contribution / active EE | $4,296 | $3,446+24.7% | $2,994+43.5% | $4,299-0.1% |
| Participant deferral / active EE | $12,039 | $5,672+112.2% | $4,953+143.1% | $6,507+85.0% |
| Admin fee / account holder | $86 | $14,945-99.4% | $11,989-99.3% | $12,624-99.3% |