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 | $80,827 | $111,754-27.7% | $103,333-21.8% | $145,922-44.6% |
| Participation rate | 80.0% | 77.9%+2.1pp | 74.5%+5.5pp | 80.3%-0.3pp |
| Annual return | 15.21% | 24.77%-9.6pp | 24.88%-9.7pp | 561.29%-546.1pp |
| Employer contribution / active EE | $9,000 | $4,212+113.7% | $3,868+132.7% | $4,660+93.1% |
| Participant deferral / active EE | $12,048 | $5,619+114.4% | $5,057+138.2% | $6,688+80.2% |
| Admin fee / account holder | $50 | $9,750-99.5% | $8,355-99.4% | $13,397-99.6% |