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 | $131,930 | $100,773+30.9% | $88,946+48.3% | $142,382-7.3% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.8%+31.2pp | 80.1%+19.9pp |
| Annual return | 17.80% | 70.18%-52.4pp | 57.82%-40.0pp | 217.08%-199.3pp |
| Employer contribution / active EE | $10,533 | $2,918+261.0% | $2,555+312.3% | $4,299+145.0% |
| Participant deferral / active EE | $5,646 | $5,230+8.0% | $4,581+23.2% | $6,507-13.2% |
| Admin fee / account holder | $54 | $9,693-99.4% | $8,261-99.3% | $12,624-99.6% |