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 | $61,736 | $159,602-61.3% | $150,045-58.9% | $142,382-56.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 16.32% | 70.24%-53.9pp | 62.55%-46.2pp | 217.08%-200.8pp |
| Employer contribution / active EE | $5,183 | $4,961+4.5% | $4,693+10.4% | $4,299+20.6% |
| Participant deferral / active EE | $10,365 | $8,310+24.7% | $7,997+29.6% | $6,507+59.3% |
| Admin fee / account holder | $20 | $14,846-99.9% | $13,435-99.9% | $12,624-99.8% |