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 | $65,790 | $159,901-58.9% | $146,958-55.2% | $145,922-54.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 24.10% | 98.13%-74.0pp | 418.34%-394.2pp | 561.29%-537.2pp |
| Employer contribution / active EE | $1,865 | $5,286-64.7% | $4,933-62.2% | $4,660-60.0% |
| Participant deferral / active EE | $9,835 | $8,428+16.7% | $8,070+21.9% | $6,688+47.1% |
| Admin fee / account holder | $95 | $15,044-99.4% | $12,998-99.3% | $13,397-99.3% |