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 | $44,904 | $183,519-75.5% | $155,509-71.1% | $145,922-69.2% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 13.72% | 61.17%-47.4pp | 64.67%-50.9pp | 561.29%-547.6pp |
| Employer contribution / active EE | $1,374 | $5,313-74.1% | $4,672-70.6% | $4,660-70.5% |
| Participant deferral / active EE | $9,450 | $6,462+46.2% | $5,626+68.0% | $6,688+41.3% |
| Admin fee / account holder | $141 | $19,313-99.3% | $15,912-99.1% | $13,397-98.9% |