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 3-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 | $26,845 | $159,602-83.2% | $150,045-82.1% | $142,382-81.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 21.71% | 70.24%-48.5pp | 62.55%-40.8pp | 217.08%-195.4pp |
| Employer contribution / active EE | $3,990 | $4,961-19.6% | $4,693-15.0% | $4,299-7.2% |
| Participant deferral / active EE | $8,986 | $8,310+8.1% | $7,997+12.4% | $6,507+38.1% |
| Admin fee / account holder | $293 | $14,846-98.0% | $13,435-97.8% | $12,624-97.7% |