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 | $59,213 | $159,901-63.0% | $146,958-59.7% | $145,922-59.4% |
| Participation rate | 85.7% | 84.0%+1.7pp | 82.2%+3.6pp | 80.3%+5.4pp |
| Annual return | 12.51% | 98.13%-85.6pp | 418.34%-405.8pp | 561.29%-548.8pp |
| Employer contribution / active EE | $2,660 | $5,286-49.7% | $4,933-46.1% | $4,660-42.9% |
| Participant deferral / active EE | $10,252 | $8,428+21.6% | $8,070+27.0% | $6,688+53.3% |
| Admin fee / account holder | $124 | $15,044-99.2% | $12,998-99.0% | $13,397-99.1% |