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 10-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 | $52,367 | $65,409-19.9% | $98,442-46.8% | $85,850-39.0% |
| Participation rate | 97.8% | 65.0%+32.8pp | 73.3%+24.4pp | 69.3%+28.5pp |
| Annual return | 14.19% | 21.76%-7.6pp | 1492.73%-1478.5pp | 318.53%-304.3pp |
| Employer contribution / active EE | $4,055 | $2,168+87.1% | $2,960+37.0% | $2,565+58.1% |
| Participant deferral / active EE | $4,820 | $3,166+52.2% | $4,276+12.7% | $3,952+22.0% |
| Admin fee / account holder | $1 | $4,593-100.0% | $5,949-100.0% | $6,260-100.0% |