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 | $53,291 | $148,534-64.1% | $135,903-60.8% | $139,434-61.8% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 18.86% | 79.19%-60.3pp | 68.23%-49.4pp | 372.94%-354.1pp |
| Employer contribution / active EE | $5,155 | $5,243-1.7% | $4,856+6.2% | $4,751+8.5% |
| Participant deferral / active EE | $6,758 | $8,100-16.6% | $7,758-12.9% | $6,710+0.7% |
| Admin fee / account holder | $24 | $12,400-99.8% | $10,762-99.8% | $11,403-99.8% |