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 | $30,464 | $159,602-80.9% | $150,045-79.7% | $142,382-78.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 22.94% | 70.24%-47.3pp | 62.55%-39.6pp | 217.08%-194.1pp |
| Employer contribution / active EE | $2,206 | $4,961-55.5% | $4,693-53.0% | $4,299-48.7% |
| Participant deferral / active EE | $7,179 | $8,310-13.6% | $7,997-10.2% | $6,507+10.3% |
| Admin fee / account holder | $59 | $14,846-99.6% | $13,435-99.6% | $12,624-99.5% |