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 | $49,523 | $210,648-76.5% | $177,989-72.2% | $145,922-66.1% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 13.97% | 385.86%-371.9pp | 294.48%-280.5pp | 561.29%-547.3pp |
| Employer contribution / active EE | $2,550 | $4,565-44.1% | $3,949-35.4% | $4,660-45.3% |
| Participant deferral / active EE | $2,550 | $6,958-63.4% | $6,276-59.4% | $6,688-61.9% |
| Admin fee / account holder | $74 | $12,013-99.4% | $10,363-99.3% | $13,397-99.4% |