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 4-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 | $37,477 | $159,602-76.5% | $150,045-75.0% | $142,382-73.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 23.20% | 70.24%-47.0pp | 62.55%-39.4pp | 217.08%-193.9pp |
| Employer contribution / active EE | $4,775 | $4,961-3.7% | $4,693+1.8% | $4,299+11.1% |
| Participant deferral / active EE | $18,992 | $8,310+128.5% | $7,997+137.5% | $6,507+191.9% |
| Admin fee / account holder | $246 | $14,846-98.3% | $13,435-98.2% | $12,624-98.1% |