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 | $38,843 | $159,602-75.7% | $150,045-74.1% | $142,382-72.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 23.10% | 70.24%-47.1pp | 62.55%-39.4pp | 217.08%-194.0pp |
| Employer contribution / active EE | $2,179 | $4,961-56.1% | $4,693-53.6% | $4,299-49.3% |
| Participant deferral / active EE | $8,775 | $8,310+5.6% | $7,997+9.7% | $6,507+34.9% |
| Admin fee / account holder | $256 | $14,846-98.3% | $13,435-98.1% | $12,624-98.0% |