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 | $33,622 | $159,602-78.9% | $150,045-77.6% | $142,382-76.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 20.89% | 70.24%-49.4pp | 62.55%-41.7pp | 217.08%-196.2pp |
| Employer contribution / active EE | $4,790 | $4,961-3.4% | $4,693+2.1% | $4,299+11.4% |
| Participant deferral / active EE | $20,810 | $8,310+150.4% | $7,997+160.2% | $6,507+219.8% |
| Admin fee / account holder | $85 | $14,846-99.4% | $13,435-99.4% | $12,624-99.3% |