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 | $17,102 | $159,602-89.3% | $150,045-88.6% | $142,382-88.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 17.85% | 70.24%-52.4pp | 62.55%-44.7pp | 217.08%-199.2pp |
| Employer contribution / active EE | $1,943 | $4,961-60.8% | $4,693-58.6% | $4,299-54.8% |
| Participant deferral / active EE | $3,374 | $8,310-59.4% | $7,997-57.8% | $6,507-48.2% |
| Admin fee / account holder | $212 | $14,846-98.6% | $13,435-98.4% | $12,624-98.3% |