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 | $48,639 | $159,901-69.6% | $146,958-66.9% | $145,922-66.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 29.96% | 98.13%-68.2pp | 418.34%-388.4pp | 561.29%-531.3pp |
| Employer contribution / active EE | $2,884 | $5,286-45.4% | $4,933-41.5% | $4,660-38.1% |
| Participant deferral / active EE | $5,925 | $8,428-29.7% | $8,070-26.6% | $6,688-11.4% |
| Admin fee / account holder | $210 | $15,044-98.6% | $12,998-98.4% | $13,397-98.4% |