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 | $54,171 | $159,602-66.1% | $150,045-63.9% | $142,382-62.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 53.28% | 70.24%-17.0pp | 62.55%-9.3pp | 217.08%-163.8pp |
| Employer contribution / active EE | $5,359 | $4,961+8.0% | $4,693+14.2% | $4,299+24.7% |
| Participant deferral / active EE | $12,157 | $8,310+46.3% | $7,997+52.0% | $6,507+86.8% |
| Admin fee / account holder | $51 | $14,846-99.7% | $13,435-99.6% | $12,624-99.6% |