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 | $57,089 | $76,738-25.6% | $56,411+1.2% | $145,922-60.9% |
| Participation rate | 100.0% | 63.2%+36.8pp | 52.5%+47.5pp | 80.3%+19.7pp |
| Annual return | 16.30% | 2994.23%-2977.9pp | 1701.33%-1685.0pp | 561.29%-545.0pp |
| Employer contribution / active EE | $4,916 | $1,380+256.3% | $1,039+373.3% | $4,660+5.5% |
| Participant deferral / active EE | $12,848 | $2,623+389.9% | $1,952+558.2% | $6,688+92.1% |
| Admin fee / account holder | $73 | $3,334-97.8% | $2,829-97.4% | $13,397-99.5% |