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 | $51,770 | $159,602-67.6% | $150,045-65.5% | $142,382-63.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 25.81% | 70.24%-44.4pp | 62.55%-36.7pp | 217.08%-191.3pp |
| Employer contribution / active EE | $4,823 | $4,961-2.8% | $4,693+2.8% | $4,299+12.2% |
| Participant deferral / active EE | $10,318 | $8,310+24.2% | $7,997+29.0% | $6,507+58.6% |
| Admin fee / account holder | $96 | $14,846-99.4% | $13,435-99.3% | $12,624-99.2% |