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 | $36,420 | $102,604-64.5% | $86,188-57.7% | $139,434-73.9% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.0%+31.0pp | 80.3%+19.7pp |
| Annual return | 21.59% | 1922.51%-1900.9pp | 1168.45%-1146.9pp | 372.94%-351.4pp |
| Employer contribution / active EE | $2,458 | $3,032-18.9% | $2,380+3.3% | $4,751-48.3% |
| Participant deferral / active EE | $4,434 | $4,676-5.2% | $3,985+11.3% | $6,710-33.9% |
| Admin fee / account holder | $47 | $8,657-99.5% | $6,852-99.3% | $11,403-99.6% |