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 7-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 | $45,200 | $96,635-53.2% | $86,612-47.8% | $139,434-67.6% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 23.97% | 106.41%-82.4pp | 591.07%-567.1pp | 372.94%-349.0pp |
| Employer contribution / active EE | $4,234 | $3,263+29.7% | $3,022+40.1% | $4,751-10.9% |
| Participant deferral / active EE | $2,386 | $4,836-50.7% | $4,438-46.2% | $6,710-64.4% |
| Admin fee / account holder | $51 | $6,408-99.2% | $5,614-99.1% | $11,403-99.6% |