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 | $51,815 | $214,378-75.8% | $200,582-74.2% | $142,382-63.6% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 198.24% | 46.41%+151.8pp | 42.33%+155.9pp | 217.08%-18.8pp |
| Employer contribution / active EE | $4,564 | $6,841-33.3% | $6,419-28.9% | $4,299+6.2% |
| Participant deferral / active EE | $4,487 | $9,865-54.5% | $9,331-51.9% | $6,507-31.0% |
| Admin fee / account holder | $0 | $17,692-100.0% | $16,305-100.0% | $12,624-100.0% |