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 | $48,222 | $157,256-69.3% | $141,162-65.8% | $152,861-68.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 33.71% | 64.32%-30.6pp | 71.39%-37.7pp | 345.32%-311.6pp |
| Employer contribution / active EE | $11,300 | $5,261+114.8% | $4,735+138.6% | $4,762+137.3% |
| Participant deferral / active EE | $8,106 | $7,109+14.0% | $6,709+20.8% | $5,850+38.6% |
| Admin fee / account holder | $121 | $12,120-99.0% | $10,261-98.8% | $11,596-99.0% |