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 | $41,200 | $133,922-69.2% | $116,228-64.6% | $142,382-71.1% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.6%+25.4pp | 80.1%+19.9pp |
| Annual return | 21.36% | 147.76%-126.4pp | 90.06%-68.7pp | 217.08%-195.7pp |
| Employer contribution / active EE | $2,211 | $3,446-35.8% | $2,994-26.2% | $4,299-48.6% |
| Participant deferral / active EE | $11,444 | $5,672+101.8% | $4,953+131.1% | $6,507+75.9% |
| Admin fee / account holder | $66 | $14,945-99.6% | $11,989-99.5% | $12,624-99.5% |