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 | $53,088 | $217,402-75.6% | $185,823-71.4% | $167,490-68.3% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 16.21% | 148.36%-132.1pp | 122.05%-105.8pp | 478.56%-462.3pp |
| Employer contribution / active EE | $11,592 | $5,873+97.4% | $5,167+124.3% | $4,837+139.6% |
| Participant deferral / active EE | $4,310 | $6,356-32.2% | $5,568-22.6% | $6,341-32.0% |
| Admin fee / account holder | $230 | $19,811-98.8% | $16,237-98.6% | $12,309-98.1% |