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 4-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 | $41,963 | $159,602-73.7% | $150,045-72.0% | $142,382-70.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 22.56% | 70.24%-47.7pp | 62.55%-40.0pp | 217.08%-194.5pp |
| Employer contribution / active EE | $3,311 | $4,961-33.3% | $4,693-29.4% | $4,299-23.0% |
| Participant deferral / active EE | $9,653 | $8,310+16.2% | $7,997+20.7% | $6,507+48.3% |
| Admin fee / account holder | $53 | $14,846-99.6% | $13,435-99.6% | $12,624-99.6% |