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 | $55,447 | $74,888-26.0% | $71,209-22.1% | $142,382-61.1% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 18.09% | 345.14%-327.1pp | 282.51%-264.4pp | 217.08%-199.0pp |
| Employer contribution / active EE | $5,940 | $2,854+108.1% | $2,721+118.3% | $4,299+38.2% |
| Participant deferral / active EE | $8,265 | $4,454+85.5% | $4,175+97.9% | $6,507+27.0% |
| Admin fee / account holder | $154 | $5,568-97.2% | $5,349-97.1% | $12,624-98.8% |