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 | $32,925 | $159,602-79.4% | $150,045-78.1% | $142,382-76.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 22.78% | 70.24%-47.5pp | 62.55%-39.8pp | 217.08%-194.3pp |
| Employer contribution / active EE | $4,305 | $4,961-13.2% | $4,693-8.3% | $4,299+0.1% |
| Participant deferral / active EE | $9,496 | $8,310+14.3% | $7,997+18.7% | $6,507+45.9% |
| Admin fee / account holder | $72 | $14,846-99.5% | $13,435-99.5% | $12,624-99.4% |