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 | $33,556 | $106,584-68.5% | $101,326-66.9% | $142,382-76.4% |
| Participation rate | 100.0% | 82.7%+17.3pp | 81.5%+18.5pp | 80.1%+19.9pp |
| Annual return | 22.61% | 36.93%-14.3pp | 36.82%-14.2pp | 217.08%-194.5pp |
| Employer contribution / active EE | $4,559 | $3,956+15.2% | $3,665+24.4% | $4,299+6.0% |
| Participant deferral / active EE | $11,044 | $8,297+33.1% | $7,994+38.2% | $6,507+69.7% |
| Admin fee / account holder | $80 | $11,446-99.3% | $11,185-99.3% | $12,624-99.4% |