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 | $40,332 | $172,478-76.6% | $145,661-72.3% | $142,382-71.7% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.2%+22.8pp | 80.1%+19.9pp |
| Annual return | 21.70% | 151.09%-129.4pp | 101.46%-79.8pp | 217.08%-195.4pp |
| Employer contribution / active EE | $2,209 | $4,899-54.9% | $4,238-47.9% | $4,299-48.6% |
| Participant deferral / active EE | $10,210 | $8,348+22.3% | $7,198+41.8% | $6,507+56.9% |
| Admin fee / account holder | $96 | $16,864-99.4% | $12,466-99.2% | $12,624-99.2% |