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 | $103,118 | $117,983-12.6% | $101,794+1.3% | $142,382-27.6% |
| Participation rate | 80.0% | 74.2%+5.8pp | 69.2%+10.8pp | 80.1%-0.1pp |
| Annual return | 17.82% | 36.92%-19.1pp | 30.53%-12.7pp | 217.08%-199.3pp |
| Employer contribution / active EE | $6,565 | $2,773+136.8% | $2,289+186.8% | $4,299+52.7% |
| Participant deferral / active EE | $12,000 | $4,714+154.6% | $4,084+193.8% | $6,507+84.4% |
| Admin fee / account holder | $20 | $10,433-99.8% | $8,777-99.8% | $12,624-99.8% |