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 | $48,169 | $107,334-55.1% | $92,893-48.1% | $152,861-68.5% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 28.80% | 145.58%-116.8pp | 109.41%-80.6pp | 345.32%-316.5pp |
| Employer contribution / active EE | $3,237 | $4,221-23.3% | $3,653-11.4% | $4,762-32.0% |
| Participant deferral / active EE | $11,778 | $4,845+143.1% | $4,236+178.0% | $5,850+101.3% |
| Admin fee / account holder | $0 | $7,079-100.0% | $5,794-100.0% | $11,596-100.0% |