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 | $49,180 | $105,860-53.5% | $90,749-45.8% | $134,475-63.4% |
| Participation rate | 87.5% | 78.2%+9.3pp | 75.7%+11.8pp | 81.2%+6.3pp |
| Annual return | 4786.31% | -11.01%+4797.3pp | -12.16%+4798.5pp | 417.96%+4368.3pp |
| Employer contribution / active EE | $1,042 | $3,462-69.9% | $2,921-64.3% | $4,740-78.0% |
| Participant deferral / active EE | $2,304 | $5,216-55.8% | $4,564-49.5% | $6,400-64.0% |
| Admin fee / account holder | $10 | $13,938-99.9% | $8,445-99.9% | $11,426-99.9% |