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 | $61,994 | $106,515-41.8% | $96,683-35.9% | $139,434-55.5% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 28.38% | 38.43%-10.0pp | 35.69%-7.3pp | 372.94%-344.6pp |
| Employer contribution / active EE | $5,882 | $4,103+43.4% | $3,737+57.4% | $4,751+23.8% |
| Participant deferral / active EE | $14,645 | $5,454+168.5% | $4,878+200.2% | $6,710+118.2% |
| Admin fee / account holder | $223 | $7,877-97.2% | $6,730-96.7% | $11,403-98.0% |