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 | $60,606 | $159,602-62.0% | $150,045-59.6% | $142,382-57.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 20.67% | 70.24%-49.6pp | 62.55%-41.9pp | 217.08%-196.4pp |
| Employer contribution / active EE | $4,612 | $4,961-7.0% | $4,693-1.7% | $4,299+7.3% |
| Participant deferral / active EE | $7,603 | $8,310-8.5% | $7,997-4.9% | $6,507+16.8% |
| Admin fee / account holder | $30 | $14,846-99.8% | $13,435-99.8% | $12,624-99.8% |