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 | $57,389 | $159,602-64.0% | $150,045-61.8% | $142,382-59.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 21.33% | 70.24%-48.9pp | 62.55%-41.2pp | 217.08%-195.8pp |
| Employer contribution / active EE | $10,363 | $4,961+108.9% | $4,693+120.8% | $4,299+141.1% |
| Participant deferral / active EE | $9,944 | $8,310+19.7% | $7,997+24.3% | $6,507+52.8% |
| Admin fee / account holder | $207 | $14,846-98.6% | $13,435-98.5% | $12,624-98.4% |