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 | $55,932 | $155,788-64.1% | $124,672-55.1% | $167,490-66.6% |
| Participation rate | 100.0% | 81.1%+18.9pp | 74.6%+25.4pp | 82.1%+17.9pp |
| Annual return | 22.24% | 17.97%+4.3pp | 5142.93%-5120.7pp | 478.56%-456.3pp |
| Employer contribution / active EE | $1,967 | $4,163-52.8% | $3,324-40.8% | $4,837-59.3% |
| Participant deferral / active EE | $3,134 | $5,673-44.8% | $4,614-32.1% | $6,341-50.6% |
| Admin fee / account holder | $200 | $9,531-97.9% | $7,493-97.3% | $12,309-98.4% |