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 | $109,282 | $111,724-2.2% | $93,606+16.7% | $145,922-25.1% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 20.02% | 202.98%-183.0pp | 133.20%-113.2pp | 561.29%-541.3pp |
| Employer contribution / active EE | $1,400 | $3,090-54.7% | $2,420-42.1% | $4,660-70.0% |
| Participant deferral / active EE | $1,523 | $4,912-69.0% | $4,411-65.5% | $6,688-77.2% |
| Admin fee / account holder | $45 | $10,250-99.6% | $8,285-99.5% | $13,397-99.7% |