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 5-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 | $53,785 | $111,724-51.9% | $93,606-42.5% | $145,922-63.1% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 16.80% | 202.98%-186.2pp | 133.20%-116.4pp | 561.29%-544.5pp |
| Employer contribution / active EE | $1,000 | $3,090-67.6% | $2,420-58.7% | $4,660-78.5% |
| Participant deferral / active EE | $21,750 | $4,912+342.8% | $4,411+393.1% | $6,688+225.2% |
| Admin fee / account holder | $105 | $10,250-99.0% | $8,285-98.7% | $13,397-99.2% |