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 | $84,495 | $159,901-47.2% | $146,958-42.5% | $145,922-42.1% |
| Participation rate | 94.4% | 84.0%+10.4pp | 82.2%+12.3pp | 80.3%+14.2pp |
| Annual return | 17.40% | 98.13%-80.7pp | 418.34%-400.9pp | 561.29%-543.9pp |
| Employer contribution / active EE | $6,290 | $5,286+19.0% | $4,933+27.5% | $4,660+35.0% |
| Participant deferral / active EE | $16,272 | $8,428+93.1% | $8,070+101.6% | $6,688+143.3% |
| Admin fee / account holder | $241 | $15,044-98.4% | $12,998-98.1% | $13,397-98.2% |