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 4-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 | $47,200 | $88,751-46.8% | $81,812-42.3% | $145,922-67.7% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 10.63% | 1025.40%-1014.8pp | 773.79%-763.2pp | 561.29%-550.7pp |
| Employer contribution / active EE | $1,530 | $3,083-50.4% | $2,912-47.5% | $4,660-67.2% |
| Participant deferral / active EE | $5,738 | $4,643+23.6% | $4,319+32.9% | $6,688-14.2% |
| Admin fee / account holder | $253 | $8,415-97.0% | $7,386-96.6% | $13,397-98.1% |