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 | $74,285 | $227,553-67.4% | $189,557-60.8% | $167,490-55.6% |
| Participation rate | 93.3% | 82.5%+10.8pp | 78.4%+14.9pp | 82.1%+11.2pp |
| Annual return | 18.97% | 78.40%-59.4pp | 64.17%-45.2pp | 478.56%-459.6pp |
| Employer contribution / active EE | $1,122 | $5,316-78.9% | $4,412-74.6% | $4,837-76.8% |
| Participant deferral / active EE | $5,116 | $7,002-26.9% | $6,174-17.1% | $6,341-19.3% |
| Admin fee / account holder | $0 | $11,878-100.0% | $9,807-100.0% | $12,309-100.0% |