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 | $65,860 | $159,602-58.7% | $150,045-56.1% | $142,382-53.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 20.49% | 70.24%-49.7pp | 62.55%-42.1pp | 217.08%-196.6pp |
| Employer contribution / active EE | $4,179 | $4,961-15.8% | $4,693-11.0% | $4,299-2.8% |
| Participant deferral / active EE | $12,021 | $8,310+44.7% | $7,997+50.3% | $6,507+84.7% |
| Admin fee / account holder | $84 | $14,846-99.4% | $13,435-99.4% | $12,624-99.3% |