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 | $57,278 | $95,266-39.9% | $82,389-30.5% | $142,382-59.8% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.5%+30.5pp | 80.1%+19.9pp |
| Annual return | 17.03% | 25.74%-8.7pp | 28.67%-11.6pp | 217.08%-200.0pp |
| Employer contribution / active EE | $5,128 | $2,991+71.4% | $2,517+103.7% | $4,299+19.3% |
| Participant deferral / active EE | $5,128 | $4,809+6.6% | $4,155+23.4% | $6,507-21.2% |
| Admin fee / account holder | $0 | $8,563-100.0% | $7,231-100.0% | $12,624-100.0% |