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 6-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 | $36,509 | $159,602-77.1% | $150,045-75.7% | $142,382-74.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 25.23% | 70.24%-45.0pp | 62.55%-37.3pp | 217.08%-191.8pp |
| Employer contribution / active EE | $4,686 | $4,961-5.5% | $4,693-0.2% | $4,299+9.0% |
| Participant deferral / active EE | $7,029 | $8,310-15.4% | $7,997-12.1% | $6,507+8.0% |
| Admin fee / account holder | $20 | $14,846-99.9% | $13,435-99.9% | $12,624-99.8% |