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 6-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 | $118,273 | $168,632-29.9% | $147,614-19.9% | $125,391-5.7% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | 0.62% | 77.65%-77.0pp | 61.98%-61.4pp | 282.22%-281.6pp |
| Employer contribution / active EE | $6,973 | $6,252+11.5% | $5,564+25.3% | $4,866+43.3% |
| Participant deferral / active EE | $5,901 | $5,507+7.2% | $4,895+20.5% | $5,352+10.3% |
| Admin fee / account holder | $75 | $13,580-99.5% | $11,611-99.4% | $9,540-99.2% |