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 | $63,318 | $159,602-60.3% | $150,045-57.8% | $142,382-55.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 16.13% | 70.24%-54.1pp | 62.55%-46.4pp | 217.08%-200.9pp |
| Employer contribution / active EE | $3,243 | $4,961-34.6% | $4,693-30.9% | $4,299-24.6% |
| Participant deferral / active EE | $7,586 | $8,310-8.7% | $7,997-5.1% | $6,507+16.6% |
| Admin fee / account holder | $138 | $14,846-99.1% | $13,435-99.0% | $12,624-98.9% |