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 4-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 | $47,433 | $111,724-57.5% | $93,606-49.3% | $145,922-67.5% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 28.05% | 202.98%-174.9pp | 133.20%-105.1pp | 561.29%-533.2pp |
| Employer contribution / active EE | $14,179 | $3,090+358.9% | $2,420+486.0% | $4,660+204.3% |
| Participant deferral / active EE | $9,742 | $4,912+98.3% | $4,411+120.8% | $6,688+45.7% |
| Admin fee / account holder | $78 | $10,250-99.2% | $8,285-99.1% | $13,397-99.4% |