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 | $105,943 | $159,602-33.6% | $150,045-29.4% | $142,382-25.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 21.03% | 70.24%-49.2pp | 62.55%-41.5pp | 217.08%-196.0pp |
| Employer contribution / active EE | $23,115 | $4,961+366.0% | $4,693+392.5% | $4,299+437.7% |
| Participant deferral / active EE | $13,365 | $8,310+60.8% | $7,997+67.1% | $6,507+105.4% |
| Admin fee / account holder | $188 | $14,846-98.7% | $13,435-98.6% | $12,624-98.5% |