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 7-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 | $32,956 | $159,602-79.4% | $150,045-78.0% | $142,382-76.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 14.46% | 70.24%-55.8pp | 62.55%-48.1pp | 217.08%-202.6pp |
| Employer contribution / active EE | $3,952 | $4,961-20.3% | $4,693-15.8% | $4,299-8.1% |
| Participant deferral / active EE | $4,805 | $8,310-42.2% | $7,997-39.9% | $6,507-26.2% |
| Admin fee / account holder | $182 | $14,846-98.8% | $13,435-98.6% | $12,624-98.6% |