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 | $36,289 | $183,519-80.2% | $155,509-76.7% | $145,922-75.1% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 13.57% | 61.17%-47.6pp | 64.67%-51.1pp | 561.29%-547.7pp |
| Employer contribution / active EE | $3,245 | $5,313-38.9% | $4,672-30.6% | $4,660-30.4% |
| Participant deferral / active EE | $11,750 | $6,462+81.8% | $5,626+108.8% | $6,688+75.7% |
| Admin fee / account holder | $205 | $19,313-98.9% | $15,912-98.7% | $13,397-98.5% |