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 8-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 | $50,903 | $109,817-53.6% | $98,442-48.3% | $167,490-69.6% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 11.85% | 1956.69%-1944.8pp | 1492.73%-1480.9pp | 478.56%-466.7pp |
| Employer contribution / active EE | $5,792 | $3,224+79.7% | $2,960+95.7% | $4,837+19.7% |
| Participant deferral / active EE | $8,536 | $4,673+82.7% | $4,276+99.6% | $6,341+34.6% |
| Admin fee / account holder | $206 | $6,753-97.0% | $5,949-96.5% | $12,309-98.3% |