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 | $34,390 | $127,065-72.9% | $113,168-69.6% | $142,382-75.8% |
| Participation rate | 90.9% | 79.2%+11.7pp | 76.6%+14.3pp | 80.1%+10.8pp |
| Annual return | 61.26% | 24.03%+37.2pp | 24.27%+37.0pp | 217.08%-155.8pp |
| Employer contribution / active EE | $4,038 | $3,442+17.3% | $2,975+35.7% | $4,299-6.1% |
| Participant deferral / active EE | $12,517 | $5,716+119.0% | $5,107+145.1% | $6,507+92.4% |
| Admin fee / account holder | $26 | $15,736-99.8% | $12,068-99.8% | $12,624-99.8% |