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 | $40,298 | $159,602-74.8% | $150,045-73.1% | $142,382-71.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 20.24% | 70.24%-50.0pp | 62.55%-42.3pp | 217.08%-196.8pp |
| Employer contribution / active EE | $3,328 | $4,961-32.9% | $4,693-29.1% | $4,299-22.6% |
| Participant deferral / active EE | $6,376 | $8,310-23.3% | $7,997-20.3% | $6,507-2.0% |
| Admin fee / account holder | $94 | $14,846-99.4% | $13,435-99.3% | $12,624-99.3% |