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 | $39,963 | $159,602-75.0% | $150,045-73.4% | $142,382-71.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 33.99% | 70.24%-36.3pp | 62.55%-28.6pp | 217.08%-183.1pp |
| Employer contribution / active EE | $2,474 | $4,961-50.1% | $4,693-47.3% | $4,299-42.5% |
| Participant deferral / active EE | $13,174 | $8,310+58.5% | $7,997+64.7% | $6,507+102.5% |
| Admin fee / account holder | $72 | $14,846-99.5% | $13,435-99.5% | $12,624-99.4% |