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 | $67,738 | $148,534-54.4% | $135,903-50.2% | $139,434-51.4% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 35.09% | 79.19%-44.1pp | 68.23%-33.1pp | 372.94%-337.9pp |
| Employer contribution / active EE | $4,124 | $5,243-21.3% | $4,856-15.1% | $4,751-13.2% |
| Participant deferral / active EE | $15,185 | $8,100+87.5% | $7,758+95.7% | $6,710+126.3% |
| Admin fee / account holder | $84 | $12,400-99.3% | $10,762-99.2% | $11,403-99.3% |