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 | $40,849 | $173,345-76.4% | $136,007-70.0% | $145,922-72.0% |
| Participation rate | 100.0% | 80.5%+19.5pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 15.64% | 1163.32%-1147.7pp | 579.32%-563.7pp | 561.29%-545.6pp |
| Employer contribution / active EE | $6,777 | $5,278+28.4% | $4,217+60.7% | $4,660+45.4% |
| Participant deferral / active EE | $5,667 | $8,699-34.9% | $7,025-19.3% | $6,688-15.3% |
| Admin fee / account holder | $0 | $9,954-100.0% | $6,858-100.0% | $13,397-100.0% |