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 7-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 | $34,662 | $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 | 24.56% | 70.24%-45.7pp | 62.55%-38.0pp | 217.08%-192.5pp |
| Employer contribution / active EE | $2,216 | $4,961-55.3% | $4,693-52.8% | $4,299-48.4% |
| Participant deferral / active EE | $12,402 | $8,310+49.2% | $7,997+55.1% | $6,507+90.6% |
| Admin fee / account holder | $120 | $14,846-99.2% | $13,435-99.1% | $12,624-99.0% |