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 | $54,352 | $70,756-23.2% | $65,493-17.0% | $142,382-61.8% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.1%+19.9pp |
| Annual return | 28.46% | 1754.89%-1726.4pp | 982.45%-954.0pp | 217.08%-188.6pp |
| Employer contribution / active EE | $10,354 | $2,881+259.4% | $2,574+302.2% | $4,299+140.8% |
| Participant deferral / active EE | $10,349 | $4,637+123.2% | $3,961+161.3% | $6,507+59.0% |
| Admin fee / account holder | $197 | $6,559-97.0% | $5,028-96.1% | $12,624-98.4% |