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 | $61,669 | $185,822-66.8% | $169,993-63.7% | $139,434-55.8% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 26.86% | 60.50%-33.6pp | 53.37%-26.5pp | 372.94%-346.1pp |
| Employer contribution / active EE | $5,206 | $7,590-31.4% | $6,785-23.3% | $4,751+9.6% |
| Participant deferral / active EE | $19,950 | $11,622+71.7% | $10,408+91.7% | $6,710+197.3% |
| Admin fee / account holder | $0 | $15,381-100.0% | $12,815-100.0% | $11,403-100.0% |