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 | $119,640 | $159,602-25.0% | $150,045-20.3% | $142,382-16.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 23.75% | 70.24%-46.5pp | 62.55%-38.8pp | 217.08%-193.3pp |
| Employer contribution / active EE | $1,272 | $4,961-74.4% | $4,693-72.9% | $4,299-70.4% |
| Participant deferral / active EE | $20,400 | $8,310+145.5% | $7,997+155.1% | $6,507+213.5% |
| Admin fee / account holder | $20 | $14,846-99.9% | $13,435-99.9% | $12,624-99.8% |