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 | $88,578 | $185,822-52.3% | $169,993-47.9% | $139,434-36.5% |
| Participation rate | 71.4% | 87.8%-16.3pp | 87.0%-15.6pp | 80.3%-8.9pp |
| Annual return | 22.88% | 60.50%-37.6pp | 53.37%-30.5pp | 372.94%-350.1pp |
| Employer contribution / active EE | $2,535 | $7,590-66.6% | $6,785-62.6% | $4,751-46.6% |
| Participant deferral / active EE | $10,929 | $11,622-6.0% | $10,408+5.0% | $6,710+62.9% |
| Admin fee / account holder | $16 | $15,381-99.9% | $12,815-99.9% | $11,403-99.9% |