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 | $53,727 | $183,519-70.7% | $155,509-65.5% | $145,922-63.2% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 21.68% | 61.17%-39.5pp | 64.67%-43.0pp | 561.29%-539.6pp |
| Employer contribution / active EE | $6,750 | $5,313+27.1% | $4,672+44.5% | $4,660+44.9% |
| Participant deferral / active EE | $18,054 | $6,462+179.4% | $5,626+220.9% | $6,688+170.0% |
| Admin fee / account holder | $71 | $19,313-99.6% | $15,912-99.6% | $13,397-99.5% |