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 | $113,444 | $177,572-36.1% | $154,803-26.7% | $142,382-20.3% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 22.52% | 65.07%-42.5pp | 58.88%-36.4pp | 217.08%-194.6pp |
| Employer contribution / active EE | $3,100 | $4,810-35.6% | $4,305-28.0% | $4,299-27.9% |
| Participant deferral / active EE | $10,600 | $6,272+69.0% | $5,540+91.3% | $6,507+62.9% |
| Admin fee / account holder | $20 | $16,786-99.9% | $14,329-99.9% | $12,624-99.8% |