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 5-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 | $32,926 | $88,751-62.9% | $81,812-59.8% | $145,922-77.4% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 23.82% | 1025.40%-1001.6pp | 773.79%-750.0pp | 561.29%-537.5pp |
| Employer contribution / active EE | $11,095 | $3,083+259.8% | $2,912+281.0% | $4,660+138.1% |
| Participant deferral / active EE | $12,497 | $4,643+169.1% | $4,319+189.4% | $6,688+86.9% |
| Admin fee / account holder | $290 | $8,415-96.6% | $7,386-96.1% | $13,397-97.8% |