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 | $73,801 | $159,602-53.8% | $150,045-50.8% | $142,382-48.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 23.32% | 70.24%-46.9pp | 62.55%-39.2pp | 217.08%-193.8pp |
| Employer contribution / active EE | $6,147 | $4,961+23.9% | $4,693+31.0% | $4,299+43.0% |
| Participant deferral / active EE | $11,158 | $8,310+34.3% | $7,997+39.5% | $6,507+71.5% |
| Admin fee / account holder | $205 | $14,846-98.6% | $13,435-98.5% | $12,624-98.4% |