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 | $66,143 | $177,572-62.8% | $154,803-57.3% | $142,382-53.5% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 14.90% | 65.07%-50.2pp | 58.88%-44.0pp | 217.08%-202.2pp |
| Employer contribution / active EE | $3,003 | $4,810-37.6% | $4,305-30.3% | $4,299-30.2% |
| Participant deferral / active EE | $5,392 | $6,272-14.0% | $5,540-2.7% | $6,507-17.1% |
| Admin fee / account holder | $285 | $16,786-98.3% | $14,329-98.0% | $12,624-97.7% |