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 | $106,396 | $175,202-39.3% | $149,673-28.9% | $139,434-23.7% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 16.18% | 166.71%-150.5pp | 134.42%-118.2pp | 372.94%-356.8pp |
| Employer contribution / active EE | $2,573 | $5,474-53.0% | $4,818-46.6% | $4,751-45.8% |
| Participant deferral / active EE | $18,067 | $6,519+177.2% | $5,680+218.1% | $6,710+169.2% |
| Admin fee / account holder | $0 | $16,150-100.0% | $13,210-100.0% | $11,403-100.0% |