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 | $55,206 | $148,534-62.8% | $135,903-59.4% | $139,434-60.4% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 14.16% | 79.19%-65.0pp | 68.23%-54.1pp | 372.94%-358.8pp |
| Employer contribution / active EE | $11,751 | $5,243+124.1% | $4,856+142.0% | $4,751+147.3% |
| Participant deferral / active EE | $12,103 | $8,100+49.4% | $7,758+56.0% | $6,710+80.4% |
| Admin fee / account holder | $183 | $12,400-98.5% | $10,762-98.3% | $11,403-98.4% |