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 | $43,736 | $159,602-72.6% | $150,045-70.9% | $142,382-69.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 22.59% | 70.24%-47.6pp | 62.55%-40.0pp | 217.08%-194.5pp |
| Employer contribution / active EE | $5,244 | $4,961+5.7% | $4,693+11.7% | $4,299+22.0% |
| Participant deferral / active EE | $10,512 | $8,310+26.5% | $7,997+31.5% | $6,507+61.6% |
| Admin fee / account holder | $44 | $14,846-99.7% | $13,435-99.7% | $12,624-99.6% |