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 | $43,870 | $148,534-70.5% | $135,903-67.7% | $139,434-68.5% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 89.53% | 79.19%+10.3pp | 68.23%+21.3pp | 372.94%-283.4pp |
| Employer contribution / active EE | $12,246 | $5,243+133.6% | $4,856+152.2% | $4,751+157.8% |
| Participant deferral / active EE | $20,993 | $8,100+159.2% | $7,758+170.6% | $6,710+212.9% |
| Admin fee / account holder | $39 | $12,400-99.7% | $10,762-99.6% | $11,403-99.7% |