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 | $139,486 | $137,414+1.5% | $189,513-26.4% | $85,850+62.5% |
| Participation rate | 97.0% | 84.6%+12.4pp | 87.8%+9.2pp | 69.3%+27.7pp |
| Annual return | 15.06% | 38.14%-23.1pp | 555.15%-540.1pp | 318.53%-303.5pp |
| Employer contribution / active EE | $1,477 | $4,344-66.0% | $6,162-76.0% | $2,565-42.4% |
| Participant deferral / active EE | $8,507 | $6,260+35.9% | $8,221+3.5% | $3,952+115.3% |
| Admin fee / account holder | $6 | $8,630-99.9% | $12,045-99.9% | $6,260-99.9% |