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 | $38,349 | $159,602-76.0% | $150,045-74.4% | $142,382-73.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 22.57% | 70.24%-47.7pp | 62.55%-40.0pp | 217.08%-194.5pp |
| Employer contribution / active EE | $5,123 | $4,961+3.3% | $4,693+9.2% | $4,299+19.2% |
| Participant deferral / active EE | $6,185 | $8,310-25.6% | $7,997-22.7% | $6,507-5.0% |
| Admin fee / account holder | $45 | $14,846-99.7% | $13,435-99.7% | $12,624-99.6% |