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 4-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 | $48,476 | $70,756-31.5% | $65,493-26.0% | $142,382-66.0% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.1%+19.9pp |
| Annual return | 24.50% | 1754.89%-1730.4pp | 982.45%-957.9pp | 217.08%-192.6pp |
| Employer contribution / active EE | $4,336 | $2,881+50.5% | $2,574+68.5% | $4,299+0.9% |
| Participant deferral / active EE | $1,490 | $4,637-67.9% | $3,961-62.4% | $6,507-77.1% |
| Admin fee / account holder | $101 | $6,559-98.5% | $5,028-98.0% | $12,624-99.2% |