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 | $101,384 | $159,602-36.5% | $150,045-32.4% | $142,382-28.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 19.06% | 70.24%-51.2pp | 62.55%-43.5pp | 217.08%-198.0pp |
| Employer contribution / active EE | $3,461 | $4,961-30.2% | $4,693-26.2% | $4,299-19.5% |
| Participant deferral / active EE | $7,807 | $8,310-6.1% | $7,997-2.4% | $6,507+20.0% |
| Admin fee / account holder | $101 | $14,846-99.3% | $13,435-99.2% | $12,624-99.2% |