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 | $42,831 | $159,602-73.2% | $150,045-71.5% | $142,382-69.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 20.79% | 70.24%-49.4pp | 62.55%-41.8pp | 217.08%-196.3pp |
| Employer contribution / active EE | $2,804 | $4,961-43.5% | $4,693-40.2% | $4,299-34.8% |
| Participant deferral / active EE | $9,332 | $8,310+12.3% | $7,997+16.7% | $6,507+43.4% |
| Admin fee / account holder | $217 | $14,846-98.5% | $13,435-98.4% | $12,624-98.3% |