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 5-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 | $35,696 | $177,572-79.9% | $154,803-76.9% | $142,382-74.9% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 12.34% | 65.07%-52.7pp | 58.88%-46.5pp | 217.08%-204.7pp |
| Employer contribution / active EE | $8,065 | $4,810+67.7% | $4,305+87.3% | $4,299+87.6% |
| Participant deferral / active EE | $6,233 | $6,272-0.6% | $5,540+12.5% | $6,507-4.2% |
| Admin fee / account holder | $290 | $16,786-98.3% | $14,329-98.0% | $12,624-97.7% |