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 | $38,654 | $185,822-79.2% | $169,993-77.3% | $139,434-72.3% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 25.44% | 60.50%-35.1pp | 53.37%-27.9pp | 372.94%-347.5pp |
| Employer contribution / active EE | $3,912 | $7,590-48.5% | $6,785-42.3% | $4,751-17.6% |
| Participant deferral / active EE | $11,977 | $11,622+3.1% | $10,408+15.1% | $6,710+78.5% |
| Admin fee / account holder | $131 | $15,381-99.2% | $12,815-99.0% | $11,403-98.9% |