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 6-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 | $27,858 | $159,602-82.5% | $150,045-81.4% | $142,382-80.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 20.71% | 70.24%-49.5pp | 62.55%-41.8pp | 217.08%-196.4pp |
| Employer contribution / active EE | $3,507 | $4,961-29.3% | $4,693-25.3% | $4,299-18.4% |
| Participant deferral / active EE | $7,856 | $8,310-5.5% | $7,997-1.8% | $6,507+20.7% |
| Admin fee / account holder | $179 | $14,846-98.8% | $13,435-98.7% | $12,624-98.6% |