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 8-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 | $47,877 | $157,256-69.6% | $141,162-66.1% | $152,861-68.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 29.13% | 64.32%-35.2pp | 71.39%-42.3pp | 345.32%-316.2pp |
| Employer contribution / active EE | $4,018 | $5,261-23.6% | $4,735-15.1% | $4,762-15.6% |
| Participant deferral / active EE | $19,000 | $7,109+167.3% | $6,709+183.2% | $5,850+224.8% |
| Admin fee / account holder | $216 | $12,120-98.2% | $10,261-97.9% | $11,596-98.1% |