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 | $63,766 | $159,602-60.0% | $150,045-57.5% | $142,382-55.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 29.24% | 70.24%-41.0pp | 62.55%-33.3pp | 217.08%-187.8pp |
| Employer contribution / active EE | $4,939 | $4,961-0.4% | $4,693+5.2% | $4,299+14.9% |
| Participant deferral / active EE | $15,673 | $8,310+88.6% | $7,997+96.0% | $6,507+140.8% |
| Admin fee / account holder | $287 | $14,846-98.1% | $13,435-97.9% | $12,624-97.7% |