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 | $51,895 | $169,032-69.3% | $129,207-59.8% | $145,922-64.4% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 17.32% | 14330.11%-14312.8pp | 9417.33%-9400.0pp | 561.29%-544.0pp |
| Employer contribution / active EE | $5,239 | $5,537-5.4% | $4,153+26.1% | $4,660+12.4% |
| Participant deferral / active EE | $12,504 | $4,987+150.7% | $4,168+200.0% | $6,688+87.0% |
| Admin fee / account holder | $40 | $9,954-99.6% | $7,715-99.5% | $13,397-99.7% |