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 8-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 | $57,760 | $159,602-63.8% | $150,045-61.5% | $142,382-59.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 20.17% | 70.24%-50.1pp | 62.55%-42.4pp | 217.08%-196.9pp |
| Employer contribution / active EE | $5,572 | $4,961+12.3% | $4,693+18.7% | $4,299+29.6% |
| Participant deferral / active EE | $11,661 | $8,310+40.3% | $7,997+45.8% | $6,507+79.2% |
| Admin fee / account holder | $80 | $14,846-99.5% | $13,435-99.4% | $12,624-99.4% |