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 | $63,921 | $159,602-59.9% | $150,045-57.4% | $142,382-55.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 22.64% | 70.24%-47.6pp | 62.55%-39.9pp | 217.08%-194.4pp |
| Employer contribution / active EE | $3,577 | $4,961-27.9% | $4,693-23.8% | $4,299-16.8% |
| Participant deferral / active EE | $7,556 | $8,310-9.1% | $7,997-5.5% | $6,507+16.1% |
| Admin fee / account holder | $126 | $14,846-99.2% | $13,435-99.1% | $12,624-99.0% |