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 | $53,233 | $88,751-40.0% | $81,812-34.9% | $145,922-63.5% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 20.59% | 1025.40%-1004.8pp | 773.79%-753.2pp | 561.29%-540.7pp |
| Employer contribution / active EE | $3,342 | $3,083+8.4% | $2,912+14.7% | $4,660-28.3% |
| Participant deferral / active EE | $9,569 | $4,643+106.1% | $4,319+121.6% | $6,688+43.1% |
| Admin fee / account holder | $151 | $8,415-98.2% | $7,386-98.0% | $13,397-98.9% |