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 6-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 | $65,497 | $159,901-59.0% | $146,958-55.4% | $145,922-55.1% |
| Participation rate | 77.8% | 84.0%-6.2pp | 82.2%-4.4pp | 80.3%-2.5pp |
| Annual return | 15.54% | 98.13%-82.6pp | 418.34%-402.8pp | 561.29%-545.8pp |
| Employer contribution / active EE | $5,188 | $5,286-1.9% | $4,933+5.2% | $4,660+11.3% |
| Participant deferral / active EE | $10,392 | $8,428+23.3% | $8,070+28.8% | $6,688+55.4% |
| Admin fee / account holder | $99 | $15,044-99.3% | $12,998-99.2% | $13,397-99.3% |