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 | $46,260 | $109,982-57.9% | $97,226-52.4% | $145,922-68.3% |
| Participation rate | 100.0% | 75.9%+24.1pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 27.89% | 242.90%-215.0pp | 75.13%-47.2pp | 561.29%-533.4pp |
| Employer contribution / active EE | $2,355 | $3,084-23.6% | $2,729-13.7% | $4,660-49.5% |
| Participant deferral / active EE | $7,458 | $4,676+59.5% | $4,264+74.9% | $6,688+11.5% |
| Admin fee / account holder | $168 | $6,221-97.3% | $5,654-97.0% | $13,397-98.7% |