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 4-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 | $73,121 | $214,378-65.9% | $200,582-63.5% | $142,382-48.6% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 26.69% | 46.41%-19.7pp | 42.33%-15.6pp | 217.08%-190.4pp |
| Employer contribution / active EE | $4,554 | $6,841-33.4% | $6,419-29.1% | $4,299+5.9% |
| Participant deferral / active EE | $9,752 | $9,865-1.1% | $9,331+4.5% | $6,507+49.9% |
| Admin fee / account holder | $226 | $17,692-98.7% | $16,305-98.6% | $12,624-98.2% |