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 7-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 | $56,501 | $217,402-74.0% | $185,823-69.6% | $167,490-66.3% |
| Participation rate | 90.0% | 86.0%+4.0pp | 81.7%+8.3pp | 82.1%+7.9pp |
| Annual return | 24.72% | 148.36%-123.6pp | 122.05%-97.3pp | 478.56%-453.8pp |
| Employer contribution / active EE | $6,175 | $5,873+5.1% | $5,167+19.5% | $4,837+27.7% |
| Participant deferral / active EE | $3,426 | $6,356-46.1% | $5,568-38.5% | $6,341-46.0% |
| Admin fee / account holder | $262 | $19,811-98.7% | $16,237-98.4% | $12,309-97.9% |