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 | $59,891 | $104,974-42.9% | $95,585-37.3% | $142,382-57.9% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 26.83% | 210.33%-183.5pp | 38.56%-11.7pp | 217.08%-190.2pp |
| Employer contribution / active EE | $6,427 | $2,779+131.3% | $2,527+154.4% | $4,299+49.5% |
| Participant deferral / active EE | $10,470 | $4,352+140.6% | $4,023+160.3% | $6,507+60.9% |
| Admin fee / account holder | $65 | $6,386-99.0% | $6,127-98.9% | $12,624-99.5% |