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 | $40,645 | $88,751-54.2% | $81,812-50.3% | $145,922-72.1% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 13.33% | 1025.40%-1012.1pp | 773.79%-760.5pp | 561.29%-548.0pp |
| Employer contribution / active EE | $3,187 | $3,083+3.4% | $2,912+9.4% | $4,660-31.6% |
| Participant deferral / active EE | $7,403 | $4,643+59.4% | $4,319+71.4% | $6,688+10.7% |
| Admin fee / account holder | $53 | $8,415-99.4% | $7,386-99.3% | $13,397-99.6% |