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 6-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 | $40,750 | $159,602-74.5% | $150,045-72.8% | $142,382-71.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 20.25% | 70.24%-50.0pp | 62.55%-42.3pp | 217.08%-196.8pp |
| Employer contribution / active EE | $3,843 | $4,961-22.5% | $4,693-18.1% | $4,299-10.6% |
| Participant deferral / active EE | $5,916 | $8,310-28.8% | $7,997-26.0% | $6,507-9.1% |
| Admin fee / account holder | $74 | $14,846-99.5% | $13,435-99.4% | $12,624-99.4% |