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 10-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 | $55,133 | $159,901-65.5% | $146,958-62.5% | $145,922-62.2% |
| Participation rate | 80.0% | 84.0%-4.0pp | 82.2%-2.2pp | 80.3%-0.3pp |
| Annual return | 14.21% | 98.13%-83.9pp | 418.34%-404.1pp | 561.29%-547.1pp |
| Employer contribution / active EE | $5,270 | $5,286-0.3% | $4,933+6.8% | $4,660+13.1% |
| Participant deferral / active EE | $6,652 | $8,428-21.1% | $8,070-17.6% | $6,688-0.5% |
| Admin fee / account holder | $73 | $15,044-99.5% | $12,998-99.4% | $13,397-99.5% |