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 10-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 | $51,239 | $102,604-50.1% | $86,188-40.5% | $139,434-63.3% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.0%+31.0pp | 80.3%+19.7pp |
| Annual return | 18.73% | 1922.51%-1903.8pp | 1168.45%-1149.7pp | 372.94%-354.2pp |
| Employer contribution / active EE | $2,651 | $3,032-12.6% | $2,380+11.4% | $4,751-44.2% |
| Participant deferral / active EE | $1,321 | $4,676-71.7% | $3,985-66.8% | $6,710-80.3% |
| Admin fee / account holder | $150 | $8,657-98.3% | $6,852-97.8% | $11,403-98.7% |