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 | $45,396 | $159,602-71.6% | $150,045-69.7% | $142,382-68.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 28.90% | 70.24%-41.3pp | 62.55%-33.7pp | 217.08%-188.2pp |
| Employer contribution / active EE | $6,960 | $4,961+40.3% | $4,693+48.3% | $4,299+61.9% |
| Participant deferral / active EE | $15,048 | $8,310+81.1% | $7,997+88.2% | $6,507+131.3% |
| Admin fee / account holder | $42 | $14,846-99.7% | $13,435-99.7% | $12,624-99.7% |