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 5-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 | $38,526 | $185,822-79.3% | $169,993-77.3% | $139,434-72.4% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 24.21% | 60.50%-36.3pp | 53.37%-29.2pp | 372.94%-348.7pp |
| Employer contribution / active EE | $3,277 | $7,590-56.8% | $6,785-51.7% | $4,751-31.0% |
| Participant deferral / active EE | $9,474 | $11,622-18.5% | $10,408-9.0% | $6,710+41.2% |
| Admin fee / account holder | $175 | $15,381-98.9% | $12,815-98.6% | $11,403-98.5% |