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 | $34,656 | $148,534-76.7% | $135,903-74.5% | $139,434-75.1% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 61.63% | 79.19%-17.6pp | 68.23%-6.6pp | 372.94%-311.3pp |
| Employer contribution / active EE | $3,710 | $5,243-29.2% | $4,856-23.6% | $4,751-21.9% |
| Participant deferral / active EE | $11,770 | $8,100+45.3% | $7,758+51.7% | $6,710+75.4% |
| Admin fee / account holder | $0 | $12,400-100.0% | $10,762-100.0% | $11,403-100.0% |