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 3-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 | $53,381 | $159,602-66.6% | $150,045-64.4% | $142,382-62.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 24.39% | 70.24%-45.8pp | 62.55%-38.2pp | 217.08%-192.7pp |
| Employer contribution / active EE | $5,505 | $4,961+11.0% | $4,693+17.3% | $4,299+28.0% |
| Participant deferral / active EE | $15,308 | $8,310+84.2% | $7,997+91.4% | $6,507+135.2% |
| Admin fee / account holder | $84 | $14,846-99.4% | $13,435-99.4% | $12,624-99.3% |