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 6-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 | $51,836 | $74,888-30.8% | $71,209-27.2% | $142,382-63.6% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 23.05% | 345.14%-322.1pp | 282.51%-259.5pp | 217.08%-194.0pp |
| Employer contribution / active EE | $3,479 | $2,854+21.9% | $2,721+27.9% | $4,299-19.1% |
| Participant deferral / active EE | $7,605 | $4,454+70.7% | $4,175+82.2% | $6,507+16.9% |
| Admin fee / account holder | $218 | $5,568-96.1% | $5,349-95.9% | $12,624-98.3% |