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 10-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 | $124,946 | $177,572-29.6% | $154,803-19.3% | $142,382-12.2% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 15.78% | 65.07%-49.3pp | 58.88%-43.1pp | 217.08%-201.3pp |
| Employer contribution / active EE | $5,528 | $4,810+14.9% | $4,305+28.4% | $4,299+28.6% |
| Participant deferral / active EE | $7,782 | $6,272+24.1% | $5,540+40.5% | $6,507+19.6% |
| Admin fee / account holder | $234 | $16,786-98.6% | $14,329-98.4% | $12,624-98.1% |