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 | $55,750 | $106,584-47.7% | $101,326-45.0% | $142,382-60.8% |
| Participation rate | 100.0% | 82.7%+17.3pp | 81.5%+18.5pp | 80.1%+19.9pp |
| Annual return | 21.07% | 36.93%-15.9pp | 36.82%-15.7pp | 217.08%-196.0pp |
| Employer contribution / active EE | $5,711 | $3,956+44.4% | $3,665+55.8% | $4,299+32.8% |
| Participant deferral / active EE | $13,999 | $8,297+68.7% | $7,994+75.1% | $6,507+115.1% |
| Admin fee / account holder | $119 | $11,446-99.0% | $11,185-98.9% | $12,624-99.1% |