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 6-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 | $29,734 | $159,602-81.4% | $150,045-80.2% | $142,382-79.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 15.17% | 70.24%-55.1pp | 62.55%-47.4pp | 217.08%-201.9pp |
| Employer contribution / active EE | $2,423 | $4,961-51.2% | $4,693-48.4% | $4,299-43.7% |
| Participant deferral / active EE | $6,402 | $8,310-23.0% | $7,997-19.9% | $6,507-1.6% |
| Admin fee / account holder | $231 | $14,846-98.4% | $13,435-98.3% | $12,624-98.2% |