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 | $51,560 | $70,756-27.1% | $65,493-21.3% | $142,382-63.8% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.1%+19.9pp |
| Annual return | 21.85% | 1754.89%-1733.0pp | 982.45%-960.6pp | 217.08%-195.2pp |
| Employer contribution / active EE | $5,030 | $2,881+74.6% | $2,574+95.4% | $4,299+17.0% |
| Participant deferral / active EE | $13,785 | $4,637+197.3% | $3,961+248.0% | $6,507+111.8% |
| Admin fee / account holder | $94 | $6,559-98.6% | $5,028-98.1% | $12,624-99.3% |