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 | $30,770 | $111,724-72.5% | $93,606-67.1% | $145,922-78.9% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 9.50% | 202.98%-193.5pp | 133.20%-123.7pp | 561.29%-551.8pp |
| Employer contribution / active EE | $4,078 | $3,090+32.0% | $2,420+68.5% | $4,660-12.5% |
| Participant deferral / active EE | $4,936 | $4,912+0.5% | $4,411+11.9% | $6,688-26.2% |
| Admin fee / account holder | $135 | $10,250-98.7% | $8,285-98.4% | $13,397-99.0% |