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 | $47,188 | $100,773-53.2% | $88,946-46.9% | $142,382-66.9% |
| Participation rate | 90.9% | 74.3%+16.6pp | 68.8%+22.1pp | 80.1%+10.8pp |
| Annual return | 13.12% | 70.18%-57.1pp | 57.82%-44.7pp | 217.08%-204.0pp |
| Employer contribution / active EE | $5,462 | $2,918+87.2% | $2,555+113.8% | $4,299+27.1% |
| Participant deferral / active EE | $10,363 | $5,230+98.1% | $4,581+126.2% | $6,507+59.2% |
| Admin fee / account holder | $128 | $9,693-98.7% | $8,261-98.5% | $12,624-99.0% |