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 | $60,242 | $159,602-62.3% | $150,045-59.9% | $142,382-57.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 20.86% | 70.24%-49.4pp | 62.55%-41.7pp | 217.08%-196.2pp |
| Employer contribution / active EE | $3,731 | $4,961-24.8% | $4,693-20.5% | $4,299-13.2% |
| Participant deferral / active EE | $7,833 | $8,310-5.7% | $7,997-2.0% | $6,507+20.4% |
| Admin fee / account holder | $125 | $14,846-99.2% | $13,435-99.1% | $12,624-99.0% |