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 | $39,190 | $159,602-75.4% | $150,045-73.9% | $142,382-72.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 21.19% | 70.24%-49.0pp | 62.55%-41.4pp | 217.08%-195.9pp |
| Employer contribution / active EE | $1,344 | $4,961-72.9% | $4,693-71.4% | $4,299-68.7% |
| Participant deferral / active EE | $5,937 | $8,310-28.6% | $7,997-25.8% | $6,507-8.8% |
| Admin fee / account holder | $34 | $14,846-99.8% | $13,435-99.7% | $12,624-99.7% |