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 | $55,729 | $114,381-51.3% | $107,525-48.2% | $142,382-60.9% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 24.11% | 242.71%-218.6pp | 181.32%-157.2pp | 217.08%-193.0pp |
| Employer contribution / active EE | $3,657 | $4,015-8.9% | $3,754-2.6% | $4,299-14.9% |
| Participant deferral / active EE | $11,964 | $5,564+115.0% | $5,116+133.9% | $6,507+83.9% |
| Admin fee / account holder | $91 | $9,860-99.1% | $8,919-99.0% | $12,624-99.3% |