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 | $49,787 | $72,400-31.2% | $67,502-26.2% | $145,922-65.9% |
| Participation rate | 93.8% | 76.9%+16.9pp | 72.9%+20.9pp | 80.3%+13.5pp |
| Annual return | 21.67% | 7182.46%-7160.8pp | 3512.12%-3490.5pp | 561.29%-539.6pp |
| Employer contribution / active EE | $5,010 | $3,069+63.2% | $2,731+83.5% | $4,660+7.5% |
| Participant deferral / active EE | $6,968 | $4,783+45.7% | $4,000+74.2% | $6,688+4.2% |
| Admin fee / account holder | $101 | $5,539-98.2% | $3,998-97.5% | $13,397-99.2% |