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 | $71,544 | $133,922-46.6% | $116,228-38.4% | $142,382-49.8% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.6%+25.4pp | 80.1%+19.9pp |
| Annual return | 20.50% | 147.76%-127.3pp | 90.06%-69.6pp | 217.08%-196.6pp |
| Employer contribution / active EE | $5,071 | $3,446+47.2% | $2,994+69.3% | $4,299+18.0% |
| Participant deferral / active EE | $9,456 | $5,672+66.7% | $4,953+90.9% | $6,507+45.3% |
| Admin fee / account holder | $73 | $14,945-99.5% | $11,989-99.4% | $12,624-99.4% |