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 | $55,282 | $148,534-62.8% | $135,903-59.3% | $139,434-60.4% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 51.53% | 79.19%-27.7pp | 68.23%-16.7pp | 372.94%-321.4pp |
| Employer contribution / active EE | $22,650 | $5,243+332.0% | $4,856+366.4% | $4,751+376.8% |
| Participant deferral / active EE | $14,810 | $8,100+82.8% | $7,758+90.9% | $6,710+120.7% |
| Admin fee / account holder | $60 | $12,400-99.5% | $10,762-99.4% | $11,403-99.5% |