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 | $47,629 | $102,604-53.6% | $86,188-44.7% | $139,434-65.8% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.0%+31.0pp | 80.3%+19.7pp |
| Annual return | 41.25% | 1922.51%-1881.3pp | 1168.45%-1127.2pp | 372.94%-331.7pp |
| Employer contribution / active EE | $11,714 | $3,032+286.3% | $2,380+392.2% | $4,751+146.6% |
| Participant deferral / active EE | $9,666 | $4,676+106.7% | $3,985+142.5% | $6,710+44.1% |
| Admin fee / account holder | $22 | $8,657-99.7% | $6,852-99.7% | $11,403-99.8% |