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 5-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 | $114,848 | $159,901-28.2% | $146,958-21.8% | $145,922-21.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 10.57% | 98.13%-87.6pp | 418.34%-407.8pp | 561.29%-550.7pp |
| Employer contribution / active EE | $3,767 | $5,286-28.7% | $4,933-23.6% | $4,660-19.2% |
| Participant deferral / active EE | $26,389 | $8,428+213.1% | $8,070+227.0% | $6,688+294.6% |
| Admin fee / account holder | $45 | $15,044-99.7% | $12,998-99.7% | $13,397-99.7% |