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 | $35,827 | $148,534-75.9% | $135,903-73.6% | $139,434-74.3% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 35.45% | 79.19%-43.7pp | 68.23%-32.8pp | 372.94%-337.5pp |
| Employer contribution / active EE | $3,115 | $5,243-40.6% | $4,856-35.9% | $4,751-34.4% |
| Participant deferral / active EE | $16,081 | $8,100+98.5% | $7,758+107.3% | $6,710+139.7% |
| Admin fee / account holder | $35 | $12,400-99.7% | $10,762-99.7% | $11,403-99.7% |