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 | $106,436 | $159,602-33.3% | $150,045-29.1% | $142,382-25.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 17.76% | 70.24%-52.5pp | 62.55%-44.8pp | 217.08%-199.3pp |
| Employer contribution / active EE | $3,486 | $4,961-29.7% | $4,693-25.7% | $4,299-18.9% |
| Participant deferral / active EE | $11,905 | $8,310+43.3% | $7,997+48.9% | $6,507+82.9% |
| Admin fee / account holder | $113 | $14,846-99.2% | $13,435-99.2% | $12,624-99.1% |