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 4-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 | $43,716 | $214,378-79.6% | $200,582-78.2% | $142,382-69.3% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 16.49% | 46.41%-29.9pp | 42.33%-25.8pp | 217.08%-200.6pp |
| Employer contribution / active EE | $12,529 | $6,841+83.1% | $6,419+95.2% | $4,299+191.4% |
| Participant deferral / active EE | $23,285 | $9,865+136.0% | $9,331+149.5% | $6,507+257.8% |
| Admin fee / account holder | $169 | $17,692-99.0% | $16,305-99.0% | $12,624-98.7% |