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 | $39,497 | $159,602-75.3% | $150,045-73.7% | $142,382-72.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 21.39% | 70.24%-48.9pp | 62.55%-41.2pp | 217.08%-195.7pp |
| Employer contribution / active EE | $2,802 | $4,961-43.5% | $4,693-40.3% | $4,299-34.8% |
| Participant deferral / active EE | $8,174 | $8,310-1.6% | $7,997+2.2% | $6,507+25.6% |
| Admin fee / account holder | $34 | $14,846-99.8% | $13,435-99.7% | $12,624-99.7% |