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 | $36,072 | $159,602-77.4% | $150,045-76.0% | $142,382-74.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 18.20% | 70.24%-52.0pp | 62.55%-44.4pp | 217.08%-198.9pp |
| Employer contribution / active EE | $3,508 | $4,961-29.3% | $4,693-25.3% | $4,299-18.4% |
| Participant deferral / active EE | $5,126 | $8,310-38.3% | $7,997-35.9% | $6,507-21.2% |
| Admin fee / account holder | $85 | $14,846-99.4% | $13,435-99.4% | $12,624-99.3% |