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 3-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 | $52,509 | $159,602-67.1% | $150,045-65.0% | $142,382-63.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 22.19% | 70.24%-48.1pp | 62.55%-40.4pp | 217.08%-194.9pp |
| Employer contribution / active EE | $9,898 | $4,961+99.5% | $4,693+110.9% | $4,299+130.2% |
| Participant deferral / active EE | $24,751 | $8,310+197.8% | $7,997+209.5% | $6,507+280.4% |
| Admin fee / account holder | $45 | $14,846-99.7% | $13,435-99.7% | $12,624-99.6% |