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 3-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 | $52,646 | $69,207-23.9% | $64,056-17.8% | $139,434-62.2% |
| Participation rate | 100.0% | 75.6%+24.4pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 31.32% | 45.88%-14.6pp | 33.69%-2.4pp | 372.94%-341.6pp |
| Employer contribution / active EE | $8,836 | $3,182+177.7% | $2,747+221.7% | $4,751+86.0% |
| Participant deferral / active EE | $20,800 | $4,682+344.3% | $3,880+436.1% | $6,710+210.0% |
| Admin fee / account holder | $20 | $4,244-99.5% | $3,068-99.3% | $11,403-99.8% |