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 | $59,794 | $159,602-62.5% | $150,045-60.1% | $142,382-58.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 18.09% | 70.24%-52.1pp | 62.55%-44.5pp | 217.08%-199.0pp |
| Employer contribution / active EE | $16,018 | $4,961+222.9% | $4,693+241.3% | $4,299+272.6% |
| Participant deferral / active EE | $5,525 | $8,310-33.5% | $7,997-30.9% | $6,507-15.1% |
| Admin fee / account holder | $219 | $14,846-98.5% | $13,435-98.4% | $12,624-98.3% |