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 | $39,077 | $159,602-75.5% | $150,045-74.0% | $142,382-72.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 25.79% | 70.24%-44.4pp | 62.55%-36.8pp | 217.08%-191.3pp |
| Employer contribution / active EE | $4,629 | $4,961-6.7% | $4,693-1.4% | $4,299+7.7% |
| Participant deferral / active EE | $9,373 | $8,310+12.8% | $7,997+17.2% | $6,507+44.0% |
| Admin fee / account holder | $73 | $14,846-99.5% | $13,435-99.5% | $12,624-99.4% |