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 | $111,587 | $74,888+49.0% | $71,209+56.7% | $142,382-21.6% |
| Participation rate | 83.3% | 76.2%+7.1pp | 73.8%+9.6pp | 80.1%+3.2pp |
| Annual return | 23.93% | 345.14%-321.2pp | 282.51%-258.6pp | 217.08%-193.1pp |
| Employer contribution / active EE | $3,697 | $2,854+29.5% | $2,721+35.9% | $4,299-14.0% |
| Participant deferral / active EE | $10,690 | $4,454+140.0% | $4,175+156.0% | $6,507+64.3% |
| Admin fee / account holder | $24 | $5,568-99.6% | $5,349-99.6% | $12,624-99.8% |