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 10-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 | $50,325 | $99,020-49.2% | $86,590-41.9% | $147,584-65.9% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 24.89% | 1312.34%-1287.4pp | 964.84%-940.0pp | 578.55%-553.7pp |
| Employer contribution / active EE | $1,921 | $3,132-38.7% | $2,839-32.3% | $4,876-60.6% |
| Participant deferral / active EE | $542 | $3,972-86.4% | $3,609-85.0% | $5,439-90.0% |
| Admin fee / account holder | $17 | $5,710-99.7% | $4,906-99.7% | $10,885-99.8% |