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 | $94,973 | $159,602-40.5% | $150,045-36.7% | $142,382-33.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 29.75% | 70.24%-40.5pp | 62.55%-32.8pp | 217.08%-187.3pp |
| Employer contribution / active EE | $9,232 | $4,961+86.1% | $4,693+96.7% | $4,299+114.7% |
| Participant deferral / active EE | $20,308 | $8,310+144.4% | $7,997+153.9% | $6,507+212.1% |
| Admin fee / account holder | $20 | $14,846-99.9% | $13,435-99.9% | $12,624-99.8% |