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 | $42,457 | $105,126-59.6% | $94,646-55.1% | $139,434-69.6% |
| Participation rate | 100.0% | 82.4%+17.6pp | 80.8%+19.2pp | 80.3%+19.7pp |
| Annual return | 27.77% | 38.03%-10.3pp | 156.71%-128.9pp | 372.94%-345.2pp |
| Employer contribution / active EE | $5,385 | $4,106+31.2% | $3,672+46.7% | $4,751+13.4% |
| Participant deferral / active EE | $14,145 | $7,599+86.1% | $7,418+90.7% | $6,710+110.8% |
| Admin fee / account holder | $50 | $8,984-99.4% | $7,231-99.3% | $11,403-99.6% |