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 | $38,041 | $88,751-57.1% | $81,812-53.5% | $145,922-73.9% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 22.31% | 1025.40%-1003.1pp | 773.79%-751.5pp | 561.29%-539.0pp |
| Employer contribution / active EE | $2,274 | $3,083-26.2% | $2,912-21.9% | $4,660-51.2% |
| Participant deferral / active EE | $11,466 | $4,643+146.9% | $4,319+165.5% | $6,688+71.4% |
| Admin fee / account holder | $183 | $8,415-97.8% | $7,386-97.5% | $13,397-98.6% |