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 | $84,247 | $214,378-60.7% | $200,582-58.0% | $142,382-40.8% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 16.26% | 46.41%-30.1pp | 42.33%-26.1pp | 217.08%-200.8pp |
| Employer contribution / active EE | $15,210 | $6,841+122.3% | $6,419+137.0% | $4,299+253.8% |
| Participant deferral / active EE | $9,179 | $9,865-7.0% | $9,331-1.6% | $6,507+41.1% |
| Admin fee / account holder | $155 | $17,692-99.1% | $16,305-99.0% | $12,624-98.8% |