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 | $44,626 | $179,726-75.2% | $156,263-71.4% | $142,382-68.7% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 25.67% | 77.86%-52.2pp | 59.47%-33.8pp | 217.08%-191.4pp |
| Employer contribution / active EE | $5,405 | $5,069+6.6% | $4,333+24.7% | $4,299+25.7% |
| Participant deferral / active EE | $9,876 | $6,956+42.0% | $6,158+60.4% | $6,507+51.8% |
| Admin fee / account holder | $99 | $17,272-99.4% | $14,255-99.3% | $12,624-99.2% |