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 | $65,103 | $159,602-59.2% | $150,045-56.6% | $142,382-54.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 24.59% | 70.24%-45.7pp | 62.55%-38.0pp | 217.08%-192.5pp |
| Employer contribution / active EE | $4,903 | $4,961-1.2% | $4,693+4.5% | $4,299+14.0% |
| Participant deferral / active EE | $22,460 | $8,310+170.3% | $7,997+180.8% | $6,507+245.2% |
| Admin fee / account holder | $188 | $14,846-98.7% | $13,435-98.6% | $12,624-98.5% |