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 | $82,246 | $114,381-28.1% | $107,525-23.5% | $142,382-42.2% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 15.03% | 242.71%-227.7pp | 181.32%-166.3pp | 217.08%-202.0pp |
| Employer contribution / active EE | $4,704 | $4,015+17.2% | $3,754+25.3% | $4,299+9.4% |
| Participant deferral / active EE | $8,807 | $5,564+58.3% | $5,116+72.2% | $6,507+35.3% |
| Admin fee / account holder | $4 | $9,860-100.0% | $8,919-100.0% | $12,624-100.0% |