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 | $33,034 | $179,726-81.6% | $156,263-78.9% | $142,382-76.8% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 20.11% | 77.86%-57.7pp | 59.47%-39.4pp | 217.08%-197.0pp |
| Employer contribution / active EE | $1,920 | $5,069-62.1% | $4,333-55.7% | $4,299-55.3% |
| Participant deferral / active EE | $7,225 | $6,956+3.9% | $6,158+17.3% | $6,507+11.0% |
| Admin fee / account holder | $210 | $17,272-98.8% | $14,255-98.5% | $12,624-98.3% |