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 | $55,461 | $104,974-47.2% | $95,585-42.0% | $142,382-61.0% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 21.14% | 210.33%-189.2pp | 38.56%-17.4pp | 217.08%-195.9pp |
| Employer contribution / active EE | $5,235 | $2,779+88.4% | $2,527+107.2% | $4,299+21.8% |
| Participant deferral / active EE | $7,438 | $4,352+70.9% | $4,023+84.9% | $6,507+14.3% |
| Admin fee / account holder | $110 | $6,386-98.3% | $6,127-98.2% | $12,624-99.1% |