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 6-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 | $86,537 | $185,822-53.4% | $169,993-49.1% | $139,434-37.9% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 20.70% | 60.50%-39.8pp | 53.37%-32.7pp | 372.94%-352.2pp |
| Employer contribution / active EE | $5,089 | $7,590-33.0% | $6,785-25.0% | $4,751+7.1% |
| Participant deferral / active EE | $15,519 | $11,622+33.5% | $10,408+49.1% | $6,710+131.3% |
| Admin fee / account holder | $259 | $15,381-98.3% | $12,815-98.0% | $11,403-97.7% |