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 5-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 | $39,926 | $214,378-81.4% | $200,582-80.1% | $142,382-72.0% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 21.52% | 46.41%-24.9pp | 42.33%-20.8pp | 217.08%-195.6pp |
| Employer contribution / active EE | $4,969 | $6,841-27.4% | $6,419-22.6% | $4,299+15.6% |
| Participant deferral / active EE | $8,976 | $9,865-9.0% | $9,331-3.8% | $6,507+37.9% |
| Admin fee / account holder | $57 | $17,692-99.7% | $16,305-99.7% | $12,624-99.5% |