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 | $64,871 | $214,378-69.7% | $200,582-67.7% | $142,382-54.4% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 20.28% | 46.41%-26.1pp | 42.33%-22.1pp | 217.08%-196.8pp |
| Employer contribution / active EE | $8,596 | $6,841+25.6% | $6,419+33.9% | $4,299+99.9% |
| Participant deferral / active EE | $14,440 | $9,865+46.4% | $9,331+54.8% | $6,507+121.9% |
| Admin fee / account holder | $157 | $17,692-99.1% | $16,305-99.0% | $12,624-98.8% |