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 3-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 | $51,052 | $99,918-48.9% | $81,382-37.3% | $145,922-65.0% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 15.62% | 34.32%-18.7pp | 24.73%-9.1pp | 561.29%-545.7pp |
| Employer contribution / active EE | $7,977 | $2,978+167.9% | $2,463+223.9% | $4,660+71.2% |
| Participant deferral / active EE | $14,136 | $4,605+207.0% | $3,883+264.0% | $6,688+111.4% |
| Admin fee / account holder | $62 | $8,212-99.2% | $5,768-98.9% | $13,397-99.5% |