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 10-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 | $59,807 | $157,256-62.0% | $141,162-57.6% | $152,861-60.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 22.68% | 64.32%-41.6pp | 71.39%-48.7pp | 345.32%-322.6pp |
| Employer contribution / active EE | $6,103 | $5,261+16.0% | $4,735+28.9% | $4,762+28.2% |
| Participant deferral / active EE | $6,372 | $7,109-10.4% | $6,709-5.0% | $5,850+8.9% |
| Admin fee / account holder | $227 | $12,120-98.1% | $10,261-97.8% | $11,596-98.0% |