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 | $57,960 | $100,773-42.5% | $88,946-34.8% | $142,382-59.3% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.8%+31.2pp | 80.1%+19.9pp |
| Annual return | 14.90% | 70.18%-55.3pp | 57.82%-42.9pp | 217.08%-202.2pp |
| Employer contribution / active EE | $3,178 | $2,918+8.9% | $2,555+24.4% | $4,299-26.1% |
| Participant deferral / active EE | $15,033 | $5,230+187.4% | $4,581+228.1% | $6,507+131.0% |
| Admin fee / account holder | $287 | $9,693-97.0% | $8,261-96.5% | $12,624-97.7% |