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 | $135,293 | $177,572-23.8% | $154,803-12.6% | $142,382-5.0% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 19.57% | 65.07%-45.5pp | 58.88%-39.3pp | 217.08%-197.5pp |
| Employer contribution / active EE | $24,876 | $4,810+417.1% | $4,305+477.8% | $4,299+478.6% |
| Participant deferral / active EE | $12,705 | $6,272+102.6% | $5,540+129.3% | $6,507+95.3% |
| Admin fee / account holder | $283 | $16,786-98.3% | $14,329-98.0% | $12,624-97.8% |