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 3-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 | $60,118 | $159,602-62.3% | $150,045-59.9% | $142,382-57.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 77.50% | 70.24%+7.3pp | 62.55%+15.0pp | 217.08%-139.6pp |
| Employer contribution / active EE | $5,880 | $4,961+18.5% | $4,693+25.3% | $4,299+36.8% |
| Participant deferral / active EE | $15,460 | $8,310+86.0% | $7,997+93.3% | $6,507+137.6% |
| Admin fee / account holder | $248 | $14,846-98.3% | $13,435-98.2% | $12,624-98.0% |