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 | $68,036 | $74,888-9.1% | $71,209-4.5% | $142,382-52.2% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 18.53% | 345.14%-326.6pp | 282.51%-264.0pp | 217.08%-198.6pp |
| Employer contribution / active EE | $2,807 | $2,854-1.6% | $2,721+3.2% | $4,299-34.7% |
| Participant deferral / active EE | $6,187 | $4,454+38.9% | $4,175+48.2% | $6,507-4.9% |
| Admin fee / account holder | $64 | $5,568-98.8% | $5,349-98.8% | $12,624-99.5% |