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 | $46,609 | $78,422-40.6% | $95,952-51.4% | $79,858-41.6% |
| Participation rate | 75.0% | 73.5%+1.5pp | 77.1%-2.1pp | 69.6%+5.4pp |
| Annual return | 1048.63% | 19.37%+1029.3pp | 91.61%+957.0pp | 31.71%+1016.9pp |
| Employer contribution / active EE | $1,445 | $1,945-25.7% | $2,541-43.1% | $2,471-41.5% |
| Participant deferral / active EE | $2,836 | $3,440-17.5% | $4,167-31.9% | $3,740-24.2% |
| Admin fee / account holder | $22 | $5,622-99.6% | $6,795-99.7% | $5,306-99.6% |