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 | $52,380 | $183,519-71.5% | $155,509-66.3% | $145,922-64.1% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 15.41% | 61.17%-45.8pp | 64.67%-49.3pp | 561.29%-545.9pp |
| Employer contribution / active EE | $1,552 | $5,313-70.8% | $4,672-66.8% | $4,660-66.7% |
| Participant deferral / active EE | $11,852 | $6,462+83.4% | $5,626+110.6% | $6,688+77.2% |
| Admin fee / account holder | $69 | $19,313-99.6% | $15,912-99.6% | $13,397-99.5% |