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 6-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 | $55,917 | $185,822-69.9% | $169,993-67.1% | $139,434-59.9% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 29.98% | 60.50%-30.5pp | 53.37%-23.4pp | 372.94%-343.0pp |
| Employer contribution / active EE | $2,454 | $7,590-67.7% | $6,785-63.8% | $4,751-48.4% |
| Participant deferral / active EE | $21,142 | $11,622+81.9% | $10,408+103.1% | $6,710+215.1% |
| Admin fee / account holder | $194 | $15,381-98.7% | $12,815-98.5% | $11,403-98.3% |