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 4-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 | $53,691 | $125,758-57.3% | $169,993-68.4% | $75,163-28.6% |
| Participation rate | 73.0% | 83.6%-10.6pp | 87.0%-14.0pp | 67.2%+5.8pp |
| Annual return | 155.00% | 27.20%+127.8pp | 53.37%+101.6pp | 160.62%-5.6pp |
| Employer contribution / active EE | $5,413 | $4,615+17.3% | $6,785-20.2% | $2,670+102.8% |
| Participant deferral / active EE | $10,351 | $6,837+51.4% | $10,408-0.5% | $4,125+150.9% |
| Admin fee / account holder | $90 | $8,173-98.9% | $12,815-99.3% | $5,651-98.4% |