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 | $75,394 | $159,602-52.8% | $150,045-49.8% | $142,382-47.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 21.52% | 70.24%-48.7pp | 62.55%-41.0pp | 217.08%-195.6pp |
| Employer contribution / active EE | $5,718 | $4,961+15.3% | $4,693+21.8% | $4,299+33.0% |
| Participant deferral / active EE | $15,851 | $8,310+90.7% | $7,997+98.2% | $6,507+143.6% |
| Admin fee / account holder | $122 | $14,846-99.2% | $13,435-99.1% | $12,624-99.0% |