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 7-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 | $47,756 | $155,788-69.3% | $124,672-61.7% | $167,490-71.5% |
| Participation rate | 100.0% | 81.1%+18.9pp | 74.6%+25.4pp | 82.1%+17.9pp |
| Annual return | 15.69% | 17.97%-2.3pp | 5142.93%-5127.2pp | 478.56%-462.9pp |
| Employer contribution / active EE | $4,968 | $4,163+19.3% | $3,324+49.5% | $4,837+2.7% |
| Participant deferral / active EE | $21,698 | $5,673+282.5% | $4,614+370.2% | $6,341+242.2% |
| Admin fee / account holder | $98 | $9,531-99.0% | $7,493-98.7% | $12,309-99.2% |