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 | $54,082 | $185,822-70.9% | $169,993-68.2% | $139,434-61.2% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 19.31% | 60.50%-41.2pp | 53.37%-34.1pp | 372.94%-353.6pp |
| Employer contribution / active EE | $5,680 | $7,590-25.2% | $6,785-16.3% | $4,751+19.6% |
| Participant deferral / active EE | $9,988 | $11,622-14.1% | $10,408-4.0% | $6,710+48.8% |
| Admin fee / account holder | $298 | $15,381-98.1% | $12,815-97.7% | $11,403-97.4% |