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 7-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 | $43,527 | $159,602-72.7% | $150,045-71.0% | $142,382-69.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 24.73% | 70.24%-45.5pp | 62.55%-37.8pp | 217.08%-192.3pp |
| Employer contribution / active EE | $4,628 | $4,961-6.7% | $4,693-1.4% | $4,299+7.6% |
| Participant deferral / active EE | $28,083 | $8,310+237.9% | $7,997+251.2% | $6,507+331.6% |
| Admin fee / account holder | $185 | $14,846-98.8% | $13,435-98.6% | $12,624-98.5% |