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 | $39,288 | $183,519-78.6% | $155,509-74.7% | $145,922-73.1% |
| Participation rate | 85.7% | 82.7%+3.0pp | 78.2%+7.5pp | 80.3%+5.4pp |
| Annual return | 16.70% | 61.17%-44.5pp | 64.67%-48.0pp | 561.29%-544.6pp |
| Employer contribution / active EE | $2,120 | $5,313-60.1% | $4,672-54.6% | $4,660-54.5% |
| Participant deferral / active EE | $8,054 | $6,462+24.6% | $5,626+43.2% | $6,688+20.4% |
| Admin fee / account holder | $133 | $19,313-99.3% | $15,912-99.2% | $13,397-99.0% |