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 | $68,372 | $124,281-45.0% | $109,143-37.4% | $167,490-59.2% |
| Participation rate | 91.7% | 79.4%+12.2pp | 75.9%+15.8pp | 82.1%+9.6pp |
| Annual return | 45.42% | 26.04%+19.4pp | 25.75%+19.7pp | 478.56%-433.1pp |
| Employer contribution / active EE | $2,513 | $4,207-40.3% | $3,722-32.5% | $4,837-48.1% |
| Participant deferral / active EE | $2,342 | $5,255-55.4% | $4,653-49.7% | $6,341-63.1% |
| Admin fee / account holder | $107 | $7,970-98.7% | $6,752-98.4% | $12,309-99.1% |