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 | $87,801 | $177,572-50.6% | $154,803-43.3% | $142,382-38.3% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 18.88% | 65.07%-46.2pp | 58.88%-40.0pp | 217.08%-198.2pp |
| Employer contribution / active EE | $20,175 | $4,810+319.4% | $4,305+368.6% | $4,299+369.3% |
| Participant deferral / active EE | $35,709 | $6,272+469.4% | $5,540+544.5% | $6,507+448.8% |
| Admin fee / account holder | $93 | $16,786-99.4% | $14,329-99.4% | $12,624-99.3% |