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 | $55,588 | $148,534-62.6% | $135,903-59.1% | $139,434-60.1% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 28.21% | 79.19%-51.0pp | 68.23%-40.0pp | 372.94%-344.7pp |
| Employer contribution / active EE | $4,680 | $5,243-10.7% | $4,856-3.6% | $4,751-1.5% |
| Participant deferral / active EE | $14,490 | $8,100+78.9% | $7,758+86.8% | $6,710+115.9% |
| Admin fee / account holder | $64 | $12,400-99.5% | $10,762-99.4% | $11,403-99.4% |