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 3-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 | $50,087 | $214,378-76.6% | $200,582-75.0% | $142,382-64.8% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 27.57% | 46.41%-18.8pp | 42.33%-14.8pp | 217.08%-189.5pp |
| Employer contribution / active EE | $6,963 | $6,841+1.8% | $6,419+8.5% | $4,299+62.0% |
| Participant deferral / active EE | $9,886 | $9,865+0.2% | $9,331+5.9% | $6,507+51.9% |
| Admin fee / account holder | $172 | $17,692-99.0% | $16,305-98.9% | $12,624-98.6% |