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 | $107,911 | $159,602-32.4% | $150,045-28.1% | $142,382-24.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 18.63% | 70.24%-51.6pp | 62.55%-43.9pp | 217.08%-198.4pp |
| Employer contribution / active EE | $6,112 | $4,961+23.2% | $4,693+30.2% | $4,299+42.2% |
| Participant deferral / active EE | $12,591 | $8,310+51.5% | $7,997+57.4% | $6,507+93.5% |
| Admin fee / account holder | $145 | $14,846-99.0% | $13,435-98.9% | $12,624-98.9% |