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 | $29,177 | $159,602-81.7% | $150,045-80.6% | $142,382-79.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 24.59% | 70.24%-45.6pp | 62.55%-38.0pp | 217.08%-192.5pp |
| Employer contribution / active EE | $3,494 | $4,961-29.6% | $4,693-25.6% | $4,299-18.7% |
| Participant deferral / active EE | $6,149 | $8,310-26.0% | $7,997-23.1% | $6,507-5.5% |
| Admin fee / account holder | $151 | $14,846-99.0% | $13,435-98.9% | $12,624-98.8% |