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 7-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 | $48,555 | $118,919-59.2% | $88,538-45.2% | $152,861-68.2% |
| Participation rate | 100.0% | 73.4%+26.6pp | 68.7%+31.3pp | 82.4%+17.6pp |
| Annual return | 20.34% | 47.92%-27.6pp | 43.64%-23.3pp | 345.32%-325.0pp |
| Employer contribution / active EE | $5,221 | $2,669+95.6% | $2,098+148.8% | $4,762+9.6% |
| Participant deferral / active EE | $25,000 | $3,549+604.5% | $2,914+757.9% | $5,850+327.3% |
| Admin fee / account holder | $216 | $5,876-96.3% | $4,310-95.0% | $11,596-98.1% |