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 | $74,247 | $108,919-31.8% | $100,391-26.0% | $145,922-49.1% |
| Participation rate | 100.0% | 82.9%+17.1pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 13.48% | 57.88%-44.4pp | 49.20%-35.7pp | 561.29%-547.8pp |
| Employer contribution / active EE | $4,946 | $4,419+11.9% | $3,942+25.5% | $4,660+6.1% |
| Participant deferral / active EE | $15,046 | $8,445+78.2% | $8,082+86.2% | $6,688+125.0% |
| Admin fee / account holder | $68 | $9,689-99.3% | $7,899-99.1% | $13,397-99.5% |