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 | $42,638 | $30,400+40.3% | $53,898-20.9% | $84,808-49.7% |
| Participation rate | 92.0% | 46.4%+45.6pp | 55.0%+37.0pp | 68.3%+23.7pp |
| Annual return | 60.57% | 500.19%-439.6pp | 528.60%-468.0pp | 40.90%+19.7pp |
| Employer contribution / active EE | $5,352 | $603+788.0% | $932+474.2% | $2,631+103.4% |
| Participant deferral / active EE | $3,366 | $1,199+180.8% | $1,826+84.3% | $4,212-20.1% |
| Admin fee / account holder | $155 | $1,993-92.2% | $2,491-93.8% | $7,344-97.9% |