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 | $37,259 | $148,534-74.9% | $135,903-72.6% | $139,434-73.3% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 41.45% | 79.19%-37.7pp | 68.23%-26.8pp | 372.94%-331.5pp |
| Employer contribution / active EE | $12,704 | $5,243+142.3% | $4,856+161.6% | $4,751+167.4% |
| Participant deferral / active EE | $16,786 | $8,100+107.2% | $7,758+116.4% | $6,710+150.2% |
| Admin fee / account holder | $107 | $12,400-99.1% | $10,762-99.0% | $11,403-99.1% |