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 | $16,572 | $48,795-66.0% | $65,493-74.7% | $84,808-80.5% |
| Participation rate | 98.0% | 67.0%+31.0pp | 73.1%+24.9pp | 68.3%+29.7pp |
| Annual return | 49.45% | 20.20%+29.3pp | 982.45%-933.0pp | 40.90%+8.6pp |
| Employer contribution / active EE | $4,781 | $1,930+147.7% | $2,574+85.7% | $2,631+81.7% |
| Participant deferral / active EE | $6,058 | $2,928+106.9% | $3,961+52.9% | $4,212+43.8% |
| Admin fee / account holder | $280 | $3,877-92.8% | $5,028-94.4% | $7,344-96.2% |