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 | $99,958 | $148,534-32.7% | $135,903-26.4% | $139,434-28.3% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 24.56% | 79.19%-54.6pp | 68.23%-43.7pp | 372.94%-348.4pp |
| Employer contribution / active EE | $1,800 | $5,243-65.7% | $4,856-62.9% | $4,751-62.1% |
| Participant deferral / active EE | $10,594 | $8,100+30.8% | $7,758+36.6% | $6,710+57.9% |
| Admin fee / account holder | $120 | $12,400-99.0% | $10,762-98.9% | $11,403-98.9% |