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 3-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 | $51,897 | $169,032-69.3% | $129,207-59.8% | $145,922-64.4% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 15.71% | 14330.11%-14314.4pp | 9417.33%-9401.6pp | 561.29%-545.6pp |
| Employer contribution / active EE | $2,892 | $5,537-47.8% | $4,153-30.4% | $4,660-37.9% |
| Participant deferral / active EE | $22,772 | $4,987+356.6% | $4,168+446.4% | $6,688+240.5% |
| Admin fee / account holder | $211 | $9,954-97.9% | $7,715-97.3% | $13,397-98.4% |