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 9-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 | $33,657 | $159,602-78.9% | $150,045-77.6% | $142,382-76.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 16.92% | 70.24%-53.3pp | 62.55%-45.6pp | 217.08%-200.2pp |
| Employer contribution / active EE | $2,649 | $4,961-46.6% | $4,693-43.5% | $4,299-38.4% |
| Participant deferral / active EE | $5,026 | $8,310-39.5% | $7,997-37.1% | $6,507-22.8% |
| Admin fee / account holder | $203 | $14,846-98.6% | $13,435-98.5% | $12,624-98.4% |