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 | $53,451 | $159,602-66.5% | $150,045-64.4% | $142,382-62.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 25.29% | 70.24%-44.9pp | 62.55%-37.3pp | 217.08%-191.8pp |
| Employer contribution / active EE | $6,410 | $4,961+29.2% | $4,693+36.6% | $4,299+49.1% |
| Participant deferral / active EE | $9,427 | $8,310+13.4% | $7,997+17.9% | $6,507+44.9% |
| Admin fee / account holder | $82 | $14,846-99.4% | $13,435-99.4% | $12,624-99.3% |