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 | $44,636 | $99,877-55.3% | $84,966-47.5% | $145,922-69.4% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 18.74% | 83.76%-65.0pp | 66.38%-47.6pp | 561.29%-542.5pp |
| Employer contribution / active EE | $6,749 | $3,231+108.9% | $2,727+147.5% | $4,660+44.8% |
| Participant deferral / active EE | $16,364 | $5,291+209.3% | $4,519+262.1% | $6,688+144.7% |
| Admin fee / account holder | $57 | $7,248-99.2% | $6,149-99.1% | $13,397-99.6% |