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 | $103,584 | $159,901-35.2% | $146,958-29.5% | $145,922-29.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 18.34% | 98.13%-79.8pp | 418.34%-400.0pp | 561.29%-542.9pp |
| Employer contribution / active EE | $5,924 | $5,286+12.1% | $4,933+20.1% | $4,660+27.1% |
| Participant deferral / active EE | $18,799 | $8,428+123.0% | $8,070+133.0% | $6,688+181.1% |
| Admin fee / account holder | $231 | $15,044-98.5% | $12,998-98.2% | $13,397-98.3% |