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 | $30,574 | $172,478-82.3% | $145,661-79.0% | $142,382-78.5% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.2%+22.8pp | 80.1%+19.9pp |
| Annual return | 43.76% | 151.09%-107.3pp | 101.46%-57.7pp | 217.08%-173.3pp |
| Employer contribution / active EE | $2,947 | $4,899-39.9% | $4,238-30.5% | $4,299-31.5% |
| Participant deferral / active EE | $12,426 | $8,348+48.8% | $7,198+72.6% | $6,507+91.0% |
| Admin fee / account holder | $80 | $16,864-99.5% | $12,466-99.4% | $12,624-99.4% |