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 | $28,220 | $159,602-82.3% | $150,045-81.2% | $142,382-80.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 24.26% | 70.24%-46.0pp | 62.55%-38.3pp | 217.08%-192.8pp |
| Employer contribution / active EE | $1,781 | $4,961-64.1% | $4,693-62.1% | $4,299-58.6% |
| Participant deferral / active EE | $9,067 | $8,310+9.1% | $7,997+13.4% | $6,507+39.3% |
| Admin fee / account holder | $66 | $14,846-99.6% | $13,435-99.5% | $12,624-99.5% |