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 | $46,462 | $159,602-70.9% | $150,045-69.0% | $142,382-67.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 21.34% | 70.24%-48.9pp | 62.55%-41.2pp | 217.08%-195.7pp |
| Employer contribution / active EE | $2,968 | $4,961-40.2% | $4,693-36.8% | $4,299-31.0% |
| Participant deferral / active EE | $9,692 | $8,310+16.6% | $7,997+21.2% | $6,507+48.9% |
| Admin fee / account holder | $215 | $14,846-98.6% | $13,435-98.4% | $12,624-98.3% |