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 | $43,425 | $70,756-38.6% | $65,493-33.7% | $142,382-69.5% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.1%+19.9pp |
| Annual return | 22.20% | 1754.89%-1732.7pp | 982.45%-960.2pp | 217.08%-194.9pp |
| Employer contribution / active EE | $3,338 | $2,881+15.9% | $2,574+29.7% | $4,299-22.4% |
| Participant deferral / active EE | $5,867 | $4,637+26.5% | $3,961+48.1% | $6,507-9.8% |
| Admin fee / account holder | $0 | $6,559-100.0% | $5,028-100.0% | $12,624-100.0% |