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 | $96,157 | $159,602-39.8% | $150,045-35.9% | $142,382-32.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 17.64% | 70.24%-52.6pp | 62.55%-44.9pp | 217.08%-199.4pp |
| Employer contribution / active EE | $2,095 | $4,961-57.8% | $4,693-55.4% | $4,299-51.3% |
| Participant deferral / active EE | $21,247 | $8,310+155.7% | $7,997+165.7% | $6,507+226.5% |
| Admin fee / account holder | $126 | $14,846-99.2% | $13,435-99.1% | $12,624-99.0% |