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 | $46,936 | $74,888-37.3% | $71,209-34.1% | $142,382-67.0% |
| Participation rate | 88.9% | 76.2%+12.7pp | 73.8%+15.1pp | 80.1%+8.8pp |
| Annual return | 27.23% | 345.14%-317.9pp | 282.51%-255.3pp | 217.08%-189.8pp |
| Employer contribution / active EE | $5,690 | $2,854+99.3% | $2,721+109.1% | $4,299+32.4% |
| Participant deferral / active EE | $10,849 | $4,454+143.6% | $4,175+159.8% | $6,507+66.7% |
| Admin fee / account holder | $75 | $5,568-98.7% | $5,349-98.6% | $12,624-99.4% |