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 | $50,048 | $74,888-33.2% | $71,209-29.7% | $142,382-64.8% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 22.58% | 345.14%-322.6pp | 282.51%-259.9pp | 217.08%-194.5pp |
| Employer contribution / active EE | $6,645 | $2,854+132.8% | $2,721+144.2% | $4,299+54.6% |
| Participant deferral / active EE | $15,008 | $4,454+236.9% | $4,175+259.5% | $6,507+130.6% |
| Admin fee / account holder | $59 | $5,568-98.9% | $5,349-98.9% | $12,624-99.5% |