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 7-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 | $49,540 | $96,305-48.6% | $80,569-38.5% | $139,434-64.5% |
| Participation rate | 100.0% | 73.6%+26.4pp | 67.0%+33.0pp | 80.3%+19.7pp |
| Annual return | 21.56% | 1350.08%-1328.5pp | 935.43%-913.9pp | 372.94%-351.4pp |
| Employer contribution / active EE | $4,942 | $3,262+51.5% | $2,723+81.5% | $4,751+4.0% |
| Participant deferral / active EE | $16,511 | $5,232+215.6% | $4,447+271.2% | $6,710+146.1% |
| Admin fee / account holder | $182 | $6,599-97.2% | $5,377-96.6% | $11,403-98.4% |