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 | $51,146 | $228,332-77.6% | $185,823-72.5% | $158,922-67.8% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 0.00% | 40.80%-40.8pp | 35.95%-36.0pp | 302.83%-302.8pp |
| Employer contribution / active EE | $5,893 | $4,967+18.6% | $4,087+44.2% | $4,761+23.8% |
| Participant deferral / active EE | $10,515 | $6,415+63.9% | $5,632+86.7% | $5,982+75.8% |
| Admin fee / account holder | $4 | $11,864-100.0% | $9,500-100.0% | $11,246-100.0% |