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 | $34,368 | $106,584-67.8% | $101,326-66.1% | $142,382-75.9% |
| Participation rate | 100.0% | 82.7%+17.3pp | 81.5%+18.5pp | 80.1%+19.9pp |
| Annual return | 24.49% | 36.93%-12.4pp | 36.82%-12.3pp | 217.08%-192.6pp |
| Employer contribution / active EE | $4,801 | $3,956+21.4% | $3,665+31.0% | $4,299+11.7% |
| Participant deferral / active EE | $9,103 | $8,297+9.7% | $7,994+13.9% | $6,507+39.9% |
| Admin fee / account holder | $174 | $11,446-98.5% | $11,185-98.4% | $12,624-98.6% |