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 | $34,658 | $159,602-78.3% | $150,045-76.9% | $142,382-75.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 19.25% | 70.24%-51.0pp | 62.55%-43.3pp | 217.08%-197.8pp |
| Employer contribution / active EE | $2,371 | $4,961-52.2% | $4,693-49.5% | $4,299-44.9% |
| Participant deferral / active EE | $3,262 | $8,310-60.8% | $7,997-59.2% | $6,507-49.9% |
| Admin fee / account holder | $64 | $14,846-99.6% | $13,435-99.5% | $12,624-99.5% |