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 | $42,398 | $159,901-73.5% | $146,958-71.1% | $145,922-70.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 18.16% | 98.13%-80.0pp | 418.34%-400.2pp | 561.29%-543.1pp |
| Employer contribution / active EE | $7,886 | $5,286+49.2% | $4,933+59.9% | $4,660+69.2% |
| Participant deferral / active EE | $12,486 | $8,428+48.1% | $8,070+54.7% | $6,688+86.7% |
| Admin fee / account holder | $99 | $15,044-99.3% | $12,998-99.2% | $13,397-99.3% |