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 5-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 | $34,741 | $179,726-80.7% | $156,263-77.8% | $142,382-75.6% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 22.68% | 77.86%-55.2pp | 59.47%-36.8pp | 217.08%-194.4pp |
| Employer contribution / active EE | $5,157 | $5,069+1.7% | $4,333+19.0% | $4,299+20.0% |
| Participant deferral / active EE | $10,708 | $6,956+53.9% | $6,158+73.9% | $6,507+64.6% |
| Admin fee / account holder | $40 | $17,272-99.8% | $14,255-99.7% | $12,624-99.7% |