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 4-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 | $52,775 | $96,305-45.2% | $80,569-34.5% | $139,434-62.2% |
| Participation rate | 100.0% | 73.6%+26.4pp | 67.0%+33.0pp | 80.3%+19.7pp |
| Annual return | 15.92% | 1350.08%-1334.2pp | 935.43%-919.5pp | 372.94%-357.0pp |
| Employer contribution / active EE | $2,588 | $3,262-20.7% | $2,723-5.0% | $4,751-45.5% |
| Participant deferral / active EE | $5,437 | $5,232+3.9% | $4,447+22.2% | $6,710-19.0% |
| Admin fee / account holder | $63 | $6,599-99.0% | $5,377-98.8% | $11,403-99.4% |