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 | $38,677 | $133,922-71.1% | $116,228-66.7% | $142,382-72.8% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.6%+25.4pp | 80.1%+19.9pp |
| Annual return | 23.03% | 147.76%-124.7pp | 90.06%-67.0pp | 217.08%-194.0pp |
| Employer contribution / active EE | $5,112 | $3,446+48.4% | $2,994+70.7% | $4,299+18.9% |
| Participant deferral / active EE | $14,904 | $5,672+162.8% | $4,953+200.9% | $6,507+129.0% |
| Admin fee / account holder | $109 | $14,945-99.3% | $11,989-99.1% | $12,624-99.1% |