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 | $32,847 | $159,602-79.4% | $150,045-78.1% | $142,382-76.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 24.56% | 70.24%-45.7pp | 62.55%-38.0pp | 217.08%-192.5pp |
| Employer contribution / active EE | $4,474 | $4,961-9.8% | $4,693-4.7% | $4,299+4.1% |
| Participant deferral / active EE | $9,768 | $8,310+17.5% | $7,997+22.1% | $6,507+50.1% |
| Admin fee / account holder | $6 | $14,846-100.0% | $13,435-100.0% | $12,624-100.0% |