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 | $38,787 | $177,572-78.2% | $154,803-74.9% | $142,382-72.8% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 13.28% | 65.07%-51.8pp | 58.88%-45.6pp | 217.08%-203.8pp |
| Employer contribution / active EE | $3,324 | $4,810-30.9% | $4,305-22.8% | $4,299-22.7% |
| Participant deferral / active EE | $10,140 | $6,272+61.7% | $5,540+83.0% | $6,507+55.8% |
| Admin fee / account holder | $115 | $16,786-99.3% | $14,329-99.2% | $12,624-99.1% |