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 8-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 | $56,461 | $214,378-73.7% | $200,582-71.9% | $142,382-60.3% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 17.76% | 46.41%-28.6pp | 42.33%-24.6pp | 217.08%-199.3pp |
| Employer contribution / active EE | $1,478 | $6,841-78.4% | $6,419-77.0% | $4,299-65.6% |
| Participant deferral / active EE | $14,719 | $9,865+49.2% | $9,331+57.7% | $6,507+126.2% |
| Admin fee / account holder | $54 | $17,692-99.7% | $16,305-99.7% | $12,624-99.6% |