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 | $38,480 | $177,572-78.3% | $154,803-75.1% | $142,382-73.0% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 64.55% | 65.07%-0.5pp | 58.88%+5.7pp | 217.08%-152.5pp |
| Employer contribution / active EE | $6,188 | $4,810+28.6% | $4,305+43.7% | $4,299+43.9% |
| Participant deferral / active EE | $7,507 | $6,272+19.7% | $5,540+35.5% | $6,507+15.4% |
| Admin fee / account holder | $59 | $16,786-99.6% | $14,329-99.6% | $12,624-99.5% |