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 | $51,220 | $105,998-51.7% | $92,233-44.5% | $147,584-65.3% |
| Participation rate | 75.0% | 80.4%-5.4pp | 76.5%-1.5pp | 82.8%-7.8pp |
| Annual return | 16.10% | 50.05%-34.0pp | 176.28%-160.2pp | 578.55%-562.5pp |
| Employer contribution / active EE | $2,051 | $4,333-52.7% | $3,679-44.2% | $4,876-57.9% |
| Participant deferral / active EE | $3,348 | $4,478-25.2% | $3,897-14.1% | $5,439-38.4% |
| Admin fee / account holder | $295 | $6,332-95.3% | $5,194-94.3% | $10,885-97.3% |