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 | $59,475 | $159,602-62.7% | $150,045-60.4% | $142,382-58.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 13.30% | 70.24%-56.9pp | 62.55%-49.3pp | 217.08%-203.8pp |
| Employer contribution / active EE | $1,140 | $4,961-77.0% | $4,693-75.7% | $4,299-73.5% |
| Participant deferral / active EE | $24,600 | $8,310+196.0% | $7,997+207.6% | $6,507+278.0% |
| Admin fee / account holder | $220 | $14,846-98.5% | $13,435-98.4% | $12,624-98.3% |