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 5-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 | $42,022 | $159,602-73.7% | $150,045-72.0% | $142,382-70.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 17.43% | 70.24%-52.8pp | 62.55%-45.1pp | 217.08%-199.6pp |
| Employer contribution / active EE | $2,534 | $4,961-48.9% | $4,693-46.0% | $4,299-41.1% |
| Participant deferral / active EE | $2,524 | $8,310-69.6% | $7,997-68.4% | $6,507-61.2% |
| Admin fee / account holder | $243 | $14,846-98.4% | $13,435-98.2% | $12,624-98.1% |