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 | $76,508 | $159,602-52.1% | $150,045-49.0% | $142,382-46.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 22.42% | 70.24%-47.8pp | 62.55%-40.1pp | 217.08%-194.7pp |
| Employer contribution / active EE | $3,469 | $4,961-30.1% | $4,693-26.1% | $4,299-19.3% |
| Participant deferral / active EE | $13,972 | $8,310+68.1% | $7,997+74.7% | $6,507+114.7% |
| Admin fee / account holder | $84 | $14,846-99.4% | $13,435-99.4% | $12,624-99.3% |