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 6-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 | $62,801 | $152,509-58.8% | $117,472-46.5% | $134,475-53.3% |
| Participation rate | 100.0% | 77.1%+22.9pp | 70.6%+29.4pp | 81.2%+18.8pp |
| Annual return | 2.01% | 52.99%-51.0pp | 29.74%-27.7pp | 417.96%-416.0pp |
| Employer contribution / active EE | $9,298 | $5,571+66.9% | $4,176+122.7% | $4,740+96.2% |
| Participant deferral / active EE | $13,013 | $4,818+170.1% | $4,070+219.7% | $6,400+103.3% |
| Admin fee / account holder | $5 | $7,004-99.9% | $5,645-99.9% | $11,426-100.0% |