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 3-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 | $49,915 | $70,756-29.5% | $65,493-23.8% | $142,382-64.9% |
| Participation rate | 75.0% | 77.4%-2.4pp | 73.1%+1.9pp | 80.1%-5.1pp |
| Annual return | 27.01% | 1754.89%-1727.9pp | 982.45%-955.4pp | 217.08%-190.1pp |
| Employer contribution / active EE | $2,406 | $2,881-16.5% | $2,574-6.5% | $4,299-44.0% |
| Participant deferral / active EE | $9,222 | $4,637+98.9% | $3,961+132.8% | $6,507+41.7% |
| Admin fee / account holder | $98 | $6,559-98.5% | $5,028-98.1% | $12,624-99.2% |