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 | $44,053 | $159,602-72.4% | $150,045-70.6% | $142,382-69.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 21.20% | 70.24%-49.0pp | 62.55%-41.3pp | 217.08%-195.9pp |
| Employer contribution / active EE | $8,624 | $4,961+73.9% | $4,693+83.8% | $4,299+100.6% |
| Participant deferral / active EE | $10,254 | $8,310+23.4% | $7,997+28.2% | $6,507+57.6% |
| Admin fee / account holder | $82 | $14,846-99.4% | $13,435-99.4% | $12,624-99.4% |