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 | $70,522 | $159,602-55.8% | $150,045-53.0% | $142,382-50.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 17.84% | 70.24%-52.4pp | 62.55%-44.7pp | 217.08%-199.2pp |
| Employer contribution / active EE | $5,641 | $4,961+13.7% | $4,693+20.2% | $4,299+31.2% |
| Participant deferral / active EE | $5,641 | $8,310-32.1% | $7,997-29.5% | $6,507-13.3% |
| Admin fee / account holder | $60 | $14,846-99.6% | $13,435-99.6% | $12,624-99.5% |