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 | $19,281 | $70,756-72.8% | $65,493-70.6% | $142,382-86.5% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.1%+19.9pp |
| Annual return | 19.67% | 1754.89%-1735.2pp | 982.45%-962.8pp | 217.08%-197.4pp |
| Employer contribution / active EE | $4,932 | $2,881+71.2% | $2,574+91.6% | $4,299+14.7% |
| Participant deferral / active EE | $3,997 | $4,637-13.8% | $3,961+0.9% | $6,507-38.6% |
| Admin fee / account holder | $116 | $6,559-98.2% | $5,028-97.7% | $12,624-99.1% |