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 | $39,209 | $159,602-75.4% | $150,045-73.9% | $142,382-72.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 30.05% | 70.24%-40.2pp | 62.55%-32.5pp | 217.08%-187.0pp |
| Employer contribution / active EE | $9,024 | $4,961+81.9% | $4,693+92.3% | $4,299+109.9% |
| Participant deferral / active EE | $9,315 | $8,310+12.1% | $7,997+16.5% | $6,507+43.2% |
| Admin fee / account holder | $57 | $14,846-99.6% | $13,435-99.6% | $12,624-99.6% |