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 | $45,705 | $214,378-78.7% | $200,582-77.2% | $142,382-67.9% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 25.69% | 46.41%-20.7pp | 42.33%-16.6pp | 217.08%-191.4pp |
| Employer contribution / active EE | $7,473 | $6,841+9.2% | $6,419+16.4% | $4,299+73.8% |
| Participant deferral / active EE | $12,078 | $9,865+22.4% | $9,331+29.4% | $6,507+85.6% |
| Admin fee / account holder | $51 | $17,692-99.7% | $16,305-99.7% | $12,624-99.6% |