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 | $97,536 | $159,602-38.9% | $150,045-35.0% | $142,382-31.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 22.64% | 70.24%-47.6pp | 62.55%-39.9pp | 217.08%-194.4pp |
| Employer contribution / active EE | $3,724 | $4,961-24.9% | $4,693-20.7% | $4,299-13.4% |
| Participant deferral / active EE | $14,245 | $8,310+71.4% | $7,997+78.1% | $6,507+118.9% |
| Admin fee / account holder | $287 | $14,846-98.1% | $13,435-97.9% | $12,624-97.7% |