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 6-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 | $45,792 | $96,635-52.6% | $86,612-47.1% | $139,434-67.2% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 13.28% | 106.41%-93.1pp | 591.07%-577.8pp | 372.94%-359.7pp |
| Employer contribution / active EE | $2,175 | $3,263-33.4% | $3,022-28.0% | $4,751-54.2% |
| Participant deferral / active EE | $3,580 | $4,836-26.0% | $4,438-19.3% | $6,710-46.6% |
| Admin fee / account holder | $113 | $6,408-98.2% | $5,614-98.0% | $11,403-99.0% |