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 | $96,025 | $185,822-48.3% | $169,993-43.5% | $139,434-31.1% |
| Participation rate | 85.7% | 87.8%-2.0pp | 87.0%-1.3pp | 80.3%+5.4pp |
| Annual return | 24.31% | 60.50%-36.2pp | 53.37%-29.1pp | 372.94%-348.6pp |
| Employer contribution / active EE | $12,018 | $7,590+58.3% | $6,785+77.1% | $4,751+153.0% |
| Participant deferral / active EE | $16,337 | $11,622+40.6% | $10,408+57.0% | $6,710+143.5% |
| Admin fee / account holder | $54 | $15,381-99.6% | $12,815-99.6% | $11,403-99.5% |