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 | $49,930 | $96,305-48.2% | $80,569-38.0% | $139,434-64.2% |
| Participation rate | 75.0% | 73.6%+1.4pp | 67.0%+8.0pp | 80.3%-5.3pp |
| Annual return | 23.74% | 1350.08%-1326.3pp | 935.43%-911.7pp | 372.94%-349.2pp |
| Employer contribution / active EE | $6,672 | $3,262+104.5% | $2,723+145.0% | $4,751+40.4% |
| Participant deferral / active EE | $9,594 | $5,232+83.4% | $4,447+115.7% | $6,710+43.0% |
| Admin fee / account holder | $221 | $6,599-96.6% | $5,377-95.9% | $11,403-98.1% |